Equity – Smart Beta

Equity Smart Beta are Investment Strategies that consist in buying exposure to Equity markets, yet introducing some element of systematic stock selection based on measurable sets of criteria.

Such strategies are now accessible via ETFs and hence can help to build a diversified and rebalanced Equity portfolio.

Here are 2 of the ETFs we are currently using:

  • SGQI US => Quality Income, a strategy aiming at buying companies delivering higher than average dividend, still maintaining strong financial results in the process
  • VTV US => US Value , a strategy aiming at a buying companies undervalued compared to their peers, based exclusively on financial set of criteria

Tell us how you use Smart Beta for your Equity portfolio!

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s