smart beta

noun

Etymology

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

Definitions

  1. A portfolio management strategy that modifies the beta, that is the exposure to…

    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.

The neighborhood

Vish — recursive loop

No curated loop yet for smart beta. Loops are being traced one word at a time while the ingestion pipeline matures.

sense glosses and etymology drawn from English Wiktionary · source · CC-BY-SA