Notes: Includes bibliographical references and index.

ch. 1 The Beauty of Simplicity
The Rise of Passive Investments
Outperformance
A Tough Challenge
Institutional Investors: A Small Change in Allocations, A Big Step for Passive Investments
Not All "Big Guys" Love ETFs
ch. 2 The History of Indexing and Exchange-Traded Products
Frequent Pricing Thanks to Copper and Feather
Journalist Trio Pictures the Market
Indexation Across the Globe
Customized Indexing aka Smart Beta
Exchange-Traded Funds
A Unique All-rounder
Exchange-Traded Commodities
Heavy Metal Even for Lightweight Investors
Exchange-Traded Notes
The Underdog
ch. 3 Index Evolution
Benchmark Indices
Smart Beta Indices (Second Generation of Indexing)
Next Generation Indices (Third Generation of Indexing)
ch. 4 The Good, Bad and Ugly
A Critical Review of Today's Indexing Approaches
Synthetic vs. Physical Replication
Second Generation Indexing Critique
The Bad Ones
Contents note continued: Commodity/​Energy/​Oil ETP Products
Volatility ETPs
ch. 5 Advantages Unlimited
Portfolio Application Strategies for Superior Index Investing
Never Underestimate the Importance of Investment Costs
Smart Beta Deconstruction
Conclusion
Mind the Behavioral Gap
Earning More by Avoiding Investing Errors
The Next Generation of Asset Allocation
Risk Factor Allocation Approach in Portfolio Construction
The Ultimate Question: Passive or Active?
ch. 6 Unchaining Innovation
The Future of Active Investing in Passive Products
Alternative Investing
Environmental, Social and Governance (ESG)-Based Investments
Customized Indexing.

Delve into ETFs for smarter investing and a weatherproof portfolio Beyond Smart Beta is the investor's complete guide to index investing, with deep analysis, expert clarification and smart strategies for active portfolio management. From the general to the obscure, this book digs into every aspect of Exchange Traded Funds (ETFs) including ETCs and ETNs to break down the jargon and provide accessible guidance on utilising the indices as part of a more productive investment strategy. Succinct explanations of terms and concepts help you better grasp ETP anatomy, mechanics and practices, while examples, charts and graphs provide quick visual reference for total understanding. The expert author team examines the risks and benefits associated with various indexing approaches, sharing critical review of next-generation methods to help you make well-informed investment decisions. ETFs provide a solid foundation within mature and well-researched markets, allowing investors to focus on areas where active management has the potential to reap higher returns. This book shows you how to take full advantage of the growth of this market to strengthen your portfolio for the long term.-Assess the current landscape and the anatomy of ETFs/ETPs -Understand ETP handling, costs, trading, and investment -Evaluate the pros and cons of next-generation indexing approaches -Avoid risk while incorporating indices into an active portfolio management strategy Index concepts have evolved from basic, passive investments through Smart Beta, and are evolving into a third generation of products that will quickly become an important element of investor portfolios. Key benefits have propelled ETFs to surpass hedge funds in global capital, and the growth shows no sign of slowing. Beyond Smart Beta provides a primer for investors seeking to understand - and take advantage of - these lucrative new products.