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Smart-beta investing grows on escalating investor interest

Wednesday, May 6, 2015

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As the debate continues about how smart, how different and how beneficial smart-beta investing really is, Stoxx pulse interviewed Ursula Marchioni, head of iShares EMEA Equity Strategy & ETP Research.

This paper introduces you to an index solution that brings together companies that have been historically profitable and which also enjoy strong working capital positions and lower (relative to the wider market) financial leverage levels.

> Establishing a track record of profitability and accounting for financial leverage
> Strong working capital position as an indicator of near-term balance sheet strength
> Relative valuations - establishing a margin of safety
> Other important considerations