Smart Beta ETFs Help Financial Advisors Enhance Their Portfolios

Since its inception, the ETF industry has welcomed more than 2,000 innovative products in the U.S. to help investors diversify and enhance their portfolios. With more investors looking into these innovative products like smart beta, many will have questions on the best ways to incorporate these investments into a traditional portfolio mix.

“We’ve evolved in terms of the types of products but also the types of usage,” Jillian DelSignore, Executive Director and head of ETF Distribution for J.P. Morgan Asset Management, said at the 2018 Morningstar Investment Conference.

J.P. Morgan has a line of U.S. smart beta ETFs, including broad strategies like the JPMorgan Diversified Return US Equity ETF (NYSEArca: JPUS), along with single-factor strategies, including the J.P. Morgan U.S. Value Factor ETF (NYSEArca: JVAL), J.P. Morgan U.S. Quality Factor ETF (NYSEArca: JQUA), J.P. Morgan U.S. Momentum Factor ETF (NYSEArca: JMOM), J.P. Morgan U.S. Minimum Volatility ETF (NYSEArca: JMIN) and J.P. Morgan U.S. Dividend ETF (NYSEArca: JDIV).

Investors can also target global opportunities through smart beta options like the JPMorgan Diversified Return Emerging Markets Equity ETF (NYSEArca: JPEM), JPMorgan Diversified Return International Equity ETF (NYSEArca: JPIN) and JPMorgan Diversified Return Global Equity ETF (NYSEArca: JPGE).