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It’s Fundamental: The Difference Between Smart Beta and Intelligent Beta

Tuesday, October 29, 2019 | 02:00 PM Eastern Daylight Time

Growth and innovation within the ETF marketplace has led to an abundance of options available for investors. Parsing through the universe and distinguishing among approaches has become much more challenging. In this webcast, American Century Investments and STOXX will discuss recent innovations in alternately-weighted indexes and outline how a focus on company fundamentals can help improve outcomes.
 
What you’ll learn:

  • An overview of recent trendsin the alternatively-weighted indexes
  • Why investors should consider an intelligent beta strategy that focuses on company fundamentals
  • Explore how indexes that employ dynamic allocations have historically improved outcomes

Exchange Traded Funds (ETF) are bought and sold through an exchange trading at market price (not NAV), and are not individually redeemed from the fund. Shares may trade at a premium or discount to their NAV in the secondary market. Brokerage commissions will reduce returns.

The information is not intended as a personalized recommendation or fiduciary advice and should not be relied upon for investment, accounting, legal or tax advice. No offer of any security is made hereby. This material is directed to professional/ institutional clients only and should not be relied upon by retail investors or the public.

American Century Investments, STOXX, ETF Trends and ETFdb.com are not affiliated investment companies.

For Financial Professional Use Only / Not for distribution to the public.

STOXX [or iSTOXX] is a registered trademark of STOXX, Ltd. 

© 2019 American Century Proprietary Holdings, Inc. All rights reserved.

CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.

Rene Casis
ETF Portfolio Manager
American Century Investments

 

Sandra Testani, CFA, CAIA
Director of Product Management, Alternatives and ETFs
American Century Investments

 

Hamish Seegopaul
Head of Index Solutions
Axioma

 

SPONSORED BY
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