"I need to start
integrating smart beta!"
Smart Beta represents the evolution of investing, but not all Smart Beta ETFs are created equal. First Asset′s approach takes advantage of long-term empirically proven factors targeting better risk adjusted returns. Value, momentum and low volatility are just a few examples.
Powerful Methodologies icon
POWERFUL METHODOLOGIES

Factor Based investing avoids cap-weighted bias.

Proven Factors icon
PROVEN FACTORS

ETFs that incorporate empirically proven factors offer the opportunity for better risk weighted returns.

Diversified icon
DIVERSIFIED

First Asset has a range of Smart Beta ETFs, incorporating factors such as value, momentum, low volatility, & others.



THE KEY TO SUPERIOR RISK-ADJUSTED RETURNS

Factor-based investing looks at the many ″factors″ that capture a stock′s risk and return profile. Factor-based mandates can be structured to benefit from the potentially higher gains or lower risks available from those stocks by screening for various valuation ratios. Factor-based mandates also tend to maintain portfolio holding restrictions to avoid the overweighting or underweighting of certain investment sectors, providing diversification benefits not available when you simply ″buy the market″ with market capitalization weighting.

FIRST ASSET SMART BETA SOLUTIONS
(also available in other geographies)

TICKER ETF
UXM First Asset Morningstar US Dividend Target 50 Index ETF (CAD Hedged)
YXM First Asset Morningstar US Momentum Index ETF (CAD Hedged)
XXM First Asset Morningstar US Value Index ETF (CAD Hedged)
RWU First Asset MSCI USA Low Risk Weighted ETF (CAD Hedged)
Smart Beta Solutions:
Download the PDF

First Asset Factor-Based ETFs are designed to follow indices that select constituent stocks based on fundamental factors that have historically demonstrated outperformance and/or lower risk, rather than selecting stocks based on market-capitalization.

Morningstar® CPMS™ and MSCI are industry leaders in index creation, providing investors with innovative indexing tools backed by strong empirically proven factors and data.



Advisors: Contact a member of our Sales Team at 416.642.1289 / 1.877.642.1289 , or send us an email at info@firstasset.com
Investors: Contact your financial advisor and ask about First Asset ETFs