Word.ws English Dictionary

smart beta

smart beta noun: a portfolio management strategy that modifies the beta, that is the exposure to systematic risk in the market, based on widely recognized valuation rules from technical analysis rather than market capitalization.

Noun

smart beta (plural smart betas)

  1. A portfolio management strategy that modifies the beta, that is the exposure to systematic risk in the market, based on widely recognized valuation rules from technical analysis rather than market capitalization.
    Synonyms:
    traditional beta, factor investing

Synonyms of smart beta

  • traditional beta
  • factor investing

Forms of smart beta

pluralsmart betas

Origin of smart beta

Coined around 2006 by consultants at Willis Towers Watson, though the academic research is decades older.

Questions about smart beta

What does smart beta mean?
Smart beta means a portfolio management strategy that modifies the beta, that is the exposure to systematic risk in the market, based on widely recognized valuation rules from technical analysis rather than market capitalization.
What part of speech is smart beta?
Smart beta is a noun.
What is the plural of smart beta?
The plural of smart beta is smart betas.

Words near smart beta in the dictionary

  1. smart as paint
  2. smart ass
  3. smart asses
  4. smart band
  5. smart bands
  6. smart beta
  7. smart betas
  8. smart bomb
  9. smart bombs
  10. smart card
  11. smart cards

Source and license

Adapted from Wiktionary: smart beta (page history and authors). Text available under the Creative Commons Attribution-ShareAlike 4.0 license. Word.ws reformatted the entry and added links. Wiktionary data of 2026-09-02.

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Cite this entry: “smart beta.” Word.ws, https://word.ws/smart_beta. Based on Wiktionary, CC BY-SA 4.0.