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
    We later reduced our allocation to US Equities, removing VTV US from our portfolio

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

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