The Evolution of ETFs Through Factor-Based Indexing

As investors seek out ways to enhance portfolio returns and diminish market risks, many have turned to factor-based or smart beta index-based exchange traded fund strategies to diversify an investment portfolio.

The upcoming webcast, The Evolution of ETFs Through Factor-Based Indexing, will delve into the ETF structure and outline the evolution of the industry through the factor-based ETF indexing methodology.

The webcast panel includes:

  • David Mazza, Head of Beta Solutions Investment Marketing and ETF Specialists at OppenheimerFunds
  • Mo Haghbin, Head of Product, Beta Solutions at OppenheimerFunds

Factors are historically persistent drivers of returns within and across various asset classes.  Strategies with targeted factors can be allocated alongside traditional investment portfolio positions to potentially improve a portfolio’s outcome.

For example, at OppenheimerFunds, their  suite of revenue-weighted ETFs  focuses on companies with high revenue factor, such as the Oppenheimer Large Cap Revenue ETF (NYSEArca: RWL).