Reflections on economic and social trends that impact investor sentiment and behavior.
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How to be Smart about Smart Beta
Batterymarch | September 12,2013

Adam Petryk discusses why investors should be interested in Smart Beta

  • Smart beta approaches may offer investors the opportunity to incorporate individualized investment solutions within an overall asset allocation structure
  • Active management can be especially valuable when integrating Smart Beta strategies into an overall asset allocation plan
  • Understanding an investor's individual goals is crucial in developing appropriate Smart Beta approaches — along with a clear grasp of how those approaches best fit into an asset allocation framework without compromising their intent
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