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Benefits of our Smart Beta Portfolios

Over the past decade, smart beta products have been growing in popularity, and for good reason. Smart beta products provide exposure to equity markets by investing in diversified baskets of securities that assign higher weights to stocks that have desirable characteristics.

Performance information disclosures

  1. All performance information on this page:
    • Is provided for informational purposes only and should not be used as a basis for making an investment decision;
    • Is based on the performance of portfolio-specific accounts owned by IB Asset Management; and
    • Is not based on the actual performance of any client account investing in any of these portfolios, which could differ from the performance displayed here and is available on each client’s dashboard.
  2. The performance information displayed here is calculated on a daily time-weighted basis, including cash, dividends and earnings distributions, is presented “net of fees,” and reflects the deduction of IB Asset Management advisory fees, Interactive Brokers LLC brokerage and other commissions and expenses that a client will have to pay if he invests in any of these portfolios.
  3. The performance of a client account investing in any of these portfolios could...