Value Quality Factor Index Strategy -Global Beta Advisors PowerPoint PPT Presentation

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Title: Value Quality Factor Index Strategy -Global Beta Advisors


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Welcome To Global Beta Advisors
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Value Quality Factor Index Strategy -Global Beta
Advisors
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Investment is very easy but investing in right
asset at right time is even more crucial and
important. Stocks, bonds and commodities in
different sectors and markets vary and can make a
huge difference in terms of increasing returns
and reducing or downsize their risks for the long
term. All world ETF rotation model will help you
to compare and choose appropriate investment for
particular sector to make more profit and
downsize the risks.
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The ETFs in the universe are SPDR, SP 500 for
big stocks for all the U.S. iShares Russell
2000 Fund (Index) for small stocks in the U.S.
iShares MSCI EAFE or known as (EFA) for
international stocks in developed markets
iShares MSCI Emerging Market for all
international stocks in trading markets.
PowerShares DB Commodities or known as DBC for
commodities SPDR Gold Trust (GLD) for gold
shares Vanguard MSCI U.S. REIT for REITs
iShares Barclays Long-Term Treasury or TLT for
Treasury bonds Barclays Low Duration Treasury
or SHY for short-term Treasury bonds
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All world ETF Rotation Model focuses on
up-trending US traded ETFs with a capitalization
of at least 3 billion or higher and an average
daily trading volume of at least 3 million
shares. In all cases, the manager's discretion
applies.
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The SP 500 (for big stocks) Quality, Value
Momentum Multi-Factor Index which is designed to
calculate performance of 100 stocks within the
SP 500 that evaluates top combination of
quality, value, and momentum that is determined
by a multifactor score. Value-Quality Factor
Index Strategy needs to be considerable for long
term investment.
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There are six major factors for indexing
Volatility Yield Quality Momentum Value
Size.
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Value quality factor index strategy combines the
benefits of active and passive investments and
able to deliver risk premium in long term in a
transparent, rule-based and within cost effective
manner. Factor based investing has come across
long-way after the first factor-based ETF which
was introduced back in 2003. As on January 2017,
there are 1,200 factor-based equity ETFs/ETPs
available globally with the total assets under
the management of US534 billion which is offered
by around 150 asset managers listed on 37
exchanges among 32 countries.
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There are some other factor based strategies such
as Value quality index strategy Growth
momentum index strategy Low beta index
strategy Size index strategy All cap multi
factor strategy Large cap multi factor
strategy Factor definitions etc.
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Thanks For Watching
www.globalbetaadvisors.com
Global Beta Advisors2001 Market Street, Suite
2630Philadelphia, Pennsylvania 19103(215)
531-8234
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