Smart Beta Adoption Hindered by Adviser Inexperience
Strategic beta products offer advisers the opportunity to fine-tune investment exposures, but the strategies demand “increasing intellectual capital to select amid an abundance of options.”
Strategic beta products offer advisers the opportunity to fine-tune investment exposures, but the strategies demand “increasing intellectual capital to select amid an abundance of options.”
There may be more upfront effort with smaller clients, but once they are on board, they take less time, according to Cerulli.