Traditional investing often swings between active stock‑picking and passive index investing . But what if there was a middle path — one that combines the discipline of passive investing with the alpha potential of active strategies ? That’s exactly what Smart Beta and Factor Investing deliver. 🔎 What Is Smart Beta? Smart Beta strategies are index‑based portfolios that tilt towards specific factors — systematic drivers of returns — instead of simply tracking market‑cap weighted indices . ✅ Key Features: Rules‑based, transparent methodology Lower cost than active funds Higher alpha potential than plain passive funds Access to factors like Value , Momentum , Quality , Low Volatility ⚙️ What Is Factor Investing? Factor investing identifies repeatable, evidence‑based characteristics that drive long‑term returns. The most widely recognized factors are: Value: Cheap stocks outperform expensive ones Momentum: Winners keep winning Quality: Profitable, stable companie...
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