ETFs & SMART BETA
Smart Beta approaches can play many roles in a portfolio. But how can you evaluate them and which ones may work best for your needs? Learn more in our podcast.
Below you will find links to our latest whitepapers, investment cases and current research.
You can also read economic and market commentary from our thought leaders and connect with us on social media.
Taking the Euro Out of Small-Cap Europe
What Does the Oil Turmoil Mean for the Energy Sector in the Long Term?
U.S. Dollar Strength Continues to Impact U.S. Multinationals
How Does the Strong Dollar Affect Exporters?
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Investors can now hold European small caps without needing to layer on euro risk.
by Jeremy Siegel, Sr. Investment Strategy Advisor
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Market Insights - 02/05/2015
Analysis of the 2014 Earnings Index Family Rebalance
by Jeremy Schwartz, Director
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What is smart beta and how can it impact your portfolio?
Learn which ETF model portfolio works best for your investment style.
Read our thought leaders’ outlook on the market.
Analyze your Fixed Income and Currency portfolio.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. To obtain a prospectus containing this and other important information, please call 1-866-909-WISE (9473) or click here to view or download a prospectus online. Read the prospectus carefully before you invest. There are risks involved with investing including the possible loss of principal. Past performance does not guarantee future results.
You cannot invest directly in an index.
There are risks associated with investing, including possible loss of principal. Foreign investing involves currency, political and economic risk. Funds focusing on a single country, sector and/or funds that emphasize investments in smaller companies may experience greater price volatility. Investments in emerging markets, real estate, currency, fixed income and alternative investments include additional risks. Due to the investment strategy of certain Funds, they may make higher capital gain distributions than other ETFs. Please see prospectus for discussion of risks.
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