smart beta

4 statements across 4 episodes · 1 bullish · 2 bearish · 4 people on the record · first statement Jun 11, 2018 by Tom Lydon · across every show →

Everything said about smart beta, oldest first

Jun 11, 2018 neutral

Assertion Supported

Lydon: Smart beta fees are down to nine bps at Goldman

“You can get a smart beta strategy at Goldman for nine basis points. You have pure beta strategies now for four.”

Tom Lydon Jun 11, 2018 ▶ 22:21 Tom Lydon – ETF Trends (Capital Allocators, EP.56)

Jul 30, 2018 negative

Prediction Not checkable as stated

Investors using smart beta to beat the market will end up disappointed

“Those who are in it because it's a good commercial opportunity, Intermediaries or in it because they think, Hey, this is a new way to beat the market are going to create a self disappointing experience.”

Charlie Ellis Jul 30, 2018 ▶ 30:01 Charley Ellis - Indexing and Its Alternatives (EP.62)

Dec 2, 2019 negative

Disclosure

Martin Refuses Meetings for Factor Risk and Smart Beta Products

“One of the ways we do that is we don't go to any conferences. Another way we do that is we don't meet with any firms that are trying to sell us, you know, factor risk or smart beta or any of those things”

Anne Martin Dec 2, 2019 ▶ 46:45 Anne Martin - Pulling the Oars as CIO of Wesleyan University (Capital Allocators, EP.114)

Jan 22, 2026 bullish

Insight

Passive smart beta beats benchmark Sharpe ratios across EM asset classes

“You can absolutely build something passive that will get you a higher sharp ratio than the underlying index. I have no doubt about that. And I have very little doubt about it, although we haven't done it specifically for the other asset classes. It may have a …”

Nick Rohatyn Jan 22, 2026 ▶ 29:40 Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)

smart beta

Everything said about smart beta, oldest first

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