Smart beta: 2015 survey findings from U.S. financial advisors

Understanding the smart beta landscape

FTSE Russell is pleased to release results from its first U.S. Advisor Smart Beta Survey, further mapping the needs of smart beta users as a counterpart to our Annual Global Asset Owner Smart Beta Survey. The advisor survey was designed to provide insight into advisor use and understanding of smart beta index tools. Findings provide new insight into advisor thinking, and helps determine where they fit in the product adoption continuum. We hope you find the analysis useful in discerning the trend as it relates to your own experience.