Phrase guide

smart beta

noun · 1 senses · updated from the 2026-07-25 local source snapshot

Definitions and examples are grouped by meaning. Pronunciation, history, word forms, translations, descendants, synonyms, antonyms, derived terms, and related words appear whenever the source provides them.

Sound

Pronunciation

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1

noun

Meaning 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.

Definition source: English Wiktionary via Wiktextract

Topics: business, finance

No example sentence was provided for this meaning.

Meaning relationships

Synonyms: traditional beta, factor investing

Antonyms: none provided

History

Etymology

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