#26a - Smart Beta & Factor Investing with John Caulfield (Part 1)

Smart Beta & Factor Investing with John Caulfield from Van Eck Australia

www.medicalmoney.com/episode26

Topics covered:

• What is Smart Beta & Factor Investing?
• Academic Factors- quality, small size, value, momentum, low volatility, yield
• Factor performance during the Corona correction
• Equity Factor ETFs - the intersection of traditional active and passive
• MVW- Australian Equal Weight
• QUAL- MSCI World ex-Australia Quality
• CETF- FTSE China A50
• CNEW - China New Economy
• MOAT- Morningstar Wide Moat
• Portfolio exposure to Smart Beta

Today’s Guest

John Caulfield

Van Eck Australia

https://www.vaneck.com.au/

Linkedin

https://www.linkedin.com/in/john-caulfield-51072bb/

Smart Beta White Paper

https://www.vaneck.com.au/globalassets/home.au/special/smart-beta-landing-page/smart-beta-flyer_sept2019.pdf