Further Education Will Go a Long Way for Smart Beta ETFs

Nevertheless, the overall picture for smart beta ETFs remains bright as more than half of those surveyed in the U.K. and Canada and 40% of those in the U.S. anticipate to increase usage of smart beta products in the future.

Most smart beta ETF users have looked at them as a long-term, strategic investment opportunity. Only 30% of U.S., 21% of Canadian and 27% of U.K. advisors traded smart beta ETFs purely as tactical investments.

The financial advisors also attributed “improve diversification” as their first or second reason for incorporating smart beta into a portfolio.

For more on Smart Beta ETFs, visit the Smart Beta Channel home page.