Demystifying Smart Beta
Anthony B. Davidow, CIMA®, Vice President, Alternative Beta and Asset Allocation Strategist, Schwab Center for Financial Research, explains smart beta strategies and how they can be applied across asset classes.
The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. Any securities mentioned are for illustrative purposes only and not a recommendation to transact in any security.
Anthony Davidow is an employee of Charles Schwab & Co., Inc. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. To view all Schwab Center for Financial Research (SCFR) described in this video please visit http://www.schwab.com/public/schwab/resource_center/expert_insight.
Charles Schwab Investment Management, Inc. (CSIM) and Charles Schwab & Co., Inc. (Schwab), Member SIPC, are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.
Fundamental Index is a registered trademark of Research Affiliates, LLC., which is not affiliated with The Charles Schwab Corporation or its subsidiaries, including CSIM and Schwab.
Capacity. The limit on the quantity of capital that can be deployed using a specific methodology without limitations.
Tracking error. Tracking errors are reported as a “standard deviation percentage” difference. This measure reports the difference between the return an investor receives and that of the benchmark he or she was attempting to imitate.(0217-U36G)