Smarter Smart Beta

There’s beta – which involves allocating a portion of your portfolio to match the overall market return - and then there's smart beta: which aims to achieve slightly higher returns per unit of risk. And then there’s BBAE’s smart beta, powered by MarketGrader, a firm with a 20-plus year history that’s been doing smart beta before it was even called smart beta, and whose indices have a track record of outperforming their benchmarks.

BBAE’s MarketGrader smart beta portfolios – which we balance with BBAE's Fixed Income portfolio – is based not on one or a few factors like you’ll commonly see, but on 24 fundamental factors (like the price-to-equity ratio and return on equity) that have the support of academia and practitioners alike.

Smart beta, including BBAE’s portfolios below, is not about chasing high returns. Rather, think of it as a better building block for your portfolio’s baseline. A modest step forward that, compounded over the years, should give your portfolio a big leg up.

A final benefit? Transparency. With BBAE’s managed accounts, unlike with funds, you hold all the stocks directly in your account (we just do the trading to make it easy for you). If you’re worried because you’ve seen managed accounts requiring minimum investments of $100,000 or more, don’t be: BBAE’s minimum’s are as low as $2,000.