Strategic-beta ETFs gain popularity

Dividend-focused funds hold the most assets, while multi-factor strategies are tops in attracting new money, Morningstar research shows.

Rudy Luukko 4 October, 2017 | 5:00PM

Editor's note: This article is part of Morningstar's ETF week.

Exchange-traded funds that employ strategic-beta indexes are a small but rapidly growing portion of the Canadian equity market, according to a recently released global research paper by Morningstar.

As measured by assets, the most popular types of strategic-beta ETFs in Canada are those that screen or weight equities according to their dividend payouts. The next largest sub-group are equal-weighted strategies. As measured by new launches, multi-factor strategies were the most numerous during the 12-month period studied.

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About Author

Rudy Luukko

Rudy Luukko  Rudy Luukko is a freelance writer who contributes to Morningstar.ca on topics involving fund industry trends and regulatory issues. He retired in May 2018 from his position as editor, investment and personal finance, at Morningstar Canada, where he had worked since 2004. He has also worked as an editor and writer for various general, specialty and institutional media, and he has co-authored courses for the Canadian Securities Institute. Follow Rudy on Twitter: @RudyLuukko.