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Words, grammatical forms and meanings linked to the ontology.

smart beta en · NOUN

Etymology

Coined around 2006 by consultants at Willis Towers Watson, though the academic research is decades older.

Meanings

  1. A portfolio management strategy that modifies the beta, that is the exposure to systematic risk in the market, based on widely recognized valuation rules from technical analysis rather than market capitalization.

Forms

SpellingFeaturesLabelsSource
smart betas Number=Plur lexicographic

Coordinates

alternative beta

Synonyms

traditional beta · factor investing

wikipedia: Willis Towers Watson