White Papers

Smart Beta and the Evolution of Factor-Based Investing

In recent years, smart beta strategies captured the attention of many investors. PNC Capital Advisors has been a long-standing advocate and practitioner of factor-based investing, with our Advantage Equity and Structured Equity teams employing multi-factor-based investment strategies for over 10 years. In this paper we discuss how smart beta works, its strength as an investment strategy, and its efficacy. We also delve into how to extend multi-factor investing beyond a smart beta approach.

Authors

Donald J. Hohman, Managing Director, Product Management, PNC Capital Advisors; Hitesh C. Patel, Ph.D, Managing Director, Structured Equity, PNC Capital Advisors; Douglas J. Roman, CFA, CMT, Managing Director, Large Cap Advantage Equity, PNC Capital Advisors

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