integrating smart beta!"
Factor Based investing avoids cap-weighted bias.
ETFs that incorporate empirically proven factors offer the opportunity for better risk weighted returns.
First Asset has a range of Smart Beta ETFs, incorporating factors such as value, momentum, low volatility, & others.
Factor-based investing looks at the many ″factors″ that capture a stock′s risk and return profile. Factor-based mandates can be structured to benefit from the potentially higher gains or lower risks available from those stocks by screening for various valuation ratios. Factor-based mandates also tend to maintain portfolio holding restrictions to avoid the overweighting or underweighting of certain investment sectors, providing diversification benefits not available when you simply ″buy the market″ with market capitalization weighting.
FIRST ASSET SMART BETA SOLUTIONS
(also available in other geographies)
|UXM||First Asset Morningstar US Dividend Target 50 Index ETF (CAD Hedged)|
|YXM||First Asset Morningstar US Momentum Index ETF (CAD Hedged)|
|XXM||First Asset Morningstar US Value Index ETF (CAD Hedged)|
|RWU||First Asset MSCI USA Low Risk Weighted ETF (CAD Hedged)|
First Asset Factor-Based ETFs are designed to follow indices that select constituent stocks based on fundamental factors that have historically demonstrated outperformance and/or lower risk, rather than selecting stocks based on market-capitalization.
Morningstar® CPMS™ and MSCI are industry leaders in index creation, providing investors with innovative indexing tools backed by strong empirically proven factors and data.