Financial Planning Guide for 20-35 Years

Published On: 04-Jul-2017

Globally, a growing number of ETFs straddle the line between active and passive, offering investors a dizzying array of increasingly complex choices.

5 Principles Of Strategic Beta

"Smart beta," "advanced beta," "alternative beta," "enhanced indexes," "strategy indices," "quantamental indexes"—are the list of monikers describing the intersection of active and passive investing.At Morningstar, we refer to smart beta as strategic beta.


What Morningstar deems as strategic beta is a broad and rapidly growing category of benchmarks and the investment products that track them.

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Why strategic beta?

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Low cost

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Factors of Strategic Beta

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Good data

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