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Smart Beta Investing: What Retirement Program Fiduciaries Need to Know

A free white paper by PlanPILOT

Smart beta (or factor-based) investing is growing in its understanding, acceptance and usage in the asset management industry. While the use of stand-alone options using these strategies in retirement plans is limited due to their primarily ETF presence, their usage inside of asset allocation strategies like target date and target risk funds, including custom target date solutions, is expanding. As with any investment option, it is important to understand the potential benefits and risks involved.

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