Smart Beta Analysis: Know What You Own

/Smart Beta Analysis: Know What You Own

Smart Beta Analysis: Know What You Own

By | 2017-08-18T16:56:52+00:00 March 30th, 2016|Investor Education|Comments Off on Smart Beta Analysis: Know What You Own

In collaboration with Pete Hecht (a fellow Chicago finance PhD and friend), we published an article with the CFA Institute today.

The toolkit for assessing smart beta products is critical for investor understanding.

Here is the spreadsheet associated with the post and here is a related Smart Beta post we’ve done in the past.

We recommend that concerned DIY investors and financial advisors take a peak.

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About the Author:

Wes Gray
After serving as a Captain in the United States Marine Corps, Dr. Gray earned a PhD, and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management that delivers affordable active exposures for tax-sensitive investors. Dr. Gray has published four books and a number of academic articles. Wes is a regular contributor to multiple industry outlets, to include the following: Wall Street Journal, Forbes,, and the CFA Institute. Dr. Gray earned an MBA and a PhD in finance from the University of Chicago and graduated magna cum laude with a BS from The Wharton School of the University of Pennsylvania.