This index series employs a consistent, factor-based weighting methodology to deliver institutional quality exposure to commonly identified factors: Low Volatility, Momentum, Quality, and Value. Designed to be modular and investable, these indexes offer investors the ability to combine factor exposures.
Smart Beta Survey (PDF)
Smart Beta: A deeper look at asset owner perceptions.
Small Cap Perspectives (PDF)
Quarterly Market analysis and commentary for the Russell 2000® Index.
Style vs. Factors (PDF)
This paper discusses how a combination of traditional styles and new factor strategies may provide the best solution for institutional investment needs.