When investing in strategic beta or smart beta exchange traded fund strategies, are you evaluating a multi-factor investment approach?
On the upcoming webcast (available live and on demand for CE Credit), Harness the Power of Multi-Factor Investing, Salvatore Bruno, Chief Investment Officer and Managing Director of IndexIQ, and Marc Chaikin, CEO of Chaikin Analytics, will dive into the strategic beta space and look to the Chaikin Power Gauge, a multi-factor approach that may help advisors create a more diversified solution to potentially enhance returns over time.
Specifically, the IQ Chaikin U.S. Small Cap ETF (NasdaqGM: CSML) tries to reflect the performance of the Nasdaq Chaikin Power US Small Cap Index, which applies a shareholder yield screen and the so-called Chaikin Power Gauge, a quantitative multi-factor model that tries to identify securities that are expected to outperform their peers, to select components from the Nasdaq US 1500 Index. The target focus will include small capitalization stocks.
“The Chaikin Power Gauge stock rating gives you a directional edge. It uses a proven algorithm that uniquely combines fundamental data with technical factors,” according to Chaikin Analytics. “It distills that complex data into simple ratings — green for bullish, red for bearish — so you can make smarter investment decisions quickly and easily.”