How to Use Strategic Beta Strategies
Anthony B. Davidow, CIMA®, Vice President, Alternative Beta and Asset Allocation Strategist, Schwab Center for Financial Research, explains the different types of smart beta strategies, and how to incorporate Fundamental Index® strategies in a portfolio.
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. Charles Schwab Investment Management makes no representation about the accuracy of the information contained herein, or its appropriateness for any given situation.
All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers are obtained from what are considered reliable sources. However, accuracy, completeness or reliability cannot be guaranteed.
Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly.
Alpha, often considered the active return on an investment, gauges the performance of an investment against a market index used as a benchmark.
Anthony Davidow is an employee of Charles Schwab & Co., Inc. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.
'Fundamental Index' is a registered trademark of Research Affiliates, LLC.
Past performance is no guarantee of future results.(0616-H878)