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What is Dumb Beta?

Toroso is an SEC registered investment advisory firm whose investment philosophy is focused on a simple diversified asset allocation approach which strives for consistent performance while accommodating the client’s point of view, risk tolerance and investment time horizon.

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What is Dumb Beta?

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  1. Toroso is an SEC registered investment advisory firm whose investment philosophy is focused on a simple diversified asset allocation approach which strives for consistent performance while accommodating the client’s point of view, risk tolerance and investment time horizon. Toroso is the Sub-Advisory for TNTNX,TNTCX & TNTAX Clients include High Net Worth Individuals, Corporations, Endowments, and Defined Contribution Pension Plans. • Conducted 700 portfolio reviews through our consulting service – representing influence on over $300 billion in assets while enhancing our profile, covering the cost of our research and pre-selling our products • Identified by ETF.com as a “Strategist Contributor” and listed as an ETF All-Star • Speak at many ETF events and Regional Morgan Stanley conferences on best practices of building portfolios with ETFs July 2015

  2. What is Dumb Beta?

  3. If it is Dumb, Why is it so Hard to Beat?

  4. Has it Become Dumber?Is Float Adjustment an Investment Decision?

  5. Can we Universally Apply the S&P 500 Experience?

  6. It is Just Beta…So Why do we Think it is Dumb? Herfindahl index Idiosyncratic Factor Investing Size Factor Growth Factor

  7. What is Smart Beta

  8. Is Smart Beta a Bridge to Active? *Powershares

  9. Is Smart Beta Just Rules Based Active? *MSCI 2013

  10. Is Smart Beta More than Factor Investing? Smart Beta

  11. What's Next? Fixed Income? Active Share? Power Laws?

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