2018 ETF Virtual Summit: The Smart Beta Ecosystem

Investors and advisors are turning to a rising group of alternative index-based exchange traded funds that implement factor screens to enhance returns and diminish risk associated with traditional market cap-weighted funds. As more grow acquainted with the various smart beta strategies, investors have become more discerning, comparing various factor options when selecting the right smart beta fit.

On March 14, 2018, ETF Trends will be hosting its annual Virtual Summit, an online virtual conference environment where financial advisors can learn about current ETF issues, hear from industry experts and connect with peers without the burden of cost and traveling.

On panel titled, The Smart Beta Ecosystem: What You Need to Know, Dave Mazza, Head of Investment Marketing & Strategy for Beta Solutions at OppenheimerFunds, Mannik Dhillon, President of VictoryShares, and Salvatore Bruno, CIO and Managing Director of IndexIQ, will dive into the customized indices that make up the new breed of factor-based ETFs and delve deeper into the various factors that can help improve portfolio construction.

For example, IndexIQ recently followed up on its popular IQ Chaikin U.S. Small Cap ETF (NasdaqGM: CSML) with the launch of large-cap version tracking the same smart beta Chaikin Power Gauge strategy, the IQ Chaikin U.S. Large Cap ETF (NasdaqGM: CLRG).

The two IQ Chaikin ETFs incorporate the so-called Chaikin Power Gauge that combines four primary factors, including value, growth, technical and sentiment. The Chaikin Power Gauge rating methodology tries to provide investors a directional edge by incorporating a proven algorithm that uniquely combines fundamental data with technical factors.