Here’s what you need to know to make the right call
The Covestor Investment Management team under Chief Investment Officer Sanjoy Ghosh manages Covestor Smart Beta portfolios. The “Smart Beta” approach to portfolio construction is grounded in academic research. The goal is to achieve an alternative risk-return profile which is more attractive than a simple capitalization-weighted index such as the S&P 500. Covestor Smart Beta portfolios are designed to provide systematic exposure to a fundamental factor or combination of factors. Portfolios are constructed using a rules-based approach and offered at a relatively low cost.