7 Great Investing Books for Beginners | Morningstar
7 Best Investing Books for Beginners · 1. The Little Book of Common Sense Investing: The Only Way to Guarantee Your Fair Share of Stock Market ...
strategic beta
The book was first published in 1973, but updated editions have added contemporary topics. These include exchange-traded funds and investment techniques like smart beta (which Morningstar prefers to call “ <anchor>strategic beta</anchor>,” but I digress).
What is smart beta? | Investing Definitions | Morningstar
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# Smart Beta

Also called: Strategic beta



Jun 30, 2021

## What is smart beta?

Smart beta, also known as strategic beta, is an investment strategy that gets concentrated exposure to investment factors like momentum and quality.

## At a Glance

Investors looking to mitigate investment risk, or beta, may consider investing in a factor-based investment strategy. Common strategic funds screen for low-volatility, high-quality, and high-yield funds. These funds can be actively or passively managed and exist as a mutual fund or an ETF.

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