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Time Tested Solutions for Every Factor

We offer index and ETF strategies, provide support for growth, and tools to help investors, advisors, and institutions meet their goals and objectives. Discover how we can help you.

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Perspective: Who’s In The Market’s Driver’s Seat?

Free On-Demand Webinar featuring Vince Lowry and Justin Lowry

In this webinar, we examine the drivers of recent market volatility and what history has taught us. We also look forward into 2019 and examine what investors should expect and where to look for opportunities. Global Beta believes it is important that investors educate themselves on the rotation of the market and not allow emotion to play a factor with their money.

Webinar: Harnessing the Power of Price-to-Sales

Free Webinar: Harnessing the Power of Price-to-Sales

Join Vince Lowry, Global Beta Advisor’s CEO, on Thursday, April 16, for an informative webinar on using price-to-sales ratios to predict future stock returns. Along with David Armstrong, editor-in-chief of Wealthmanagement.com, Lowry will discuss the power of evaluating investments based on price-to-sales multiples, associated research illustrating the correlation between price-to-sales and future returns, and why companies with high price-to-sales multiples must grow their revenues at an exponential rate compared to the rest of the market.

Presenter: Vince Lowry

Presenter: Vince Lowry

CEO Global Beta Advisors LLC

Portfolio Model Strategies Built on Academics
and Powered by 30 Years of Combined Knowledge

Using our years of experience, extensive academic research, and industry knowledge our team has developed seven different index strategies designed to drive returns for your portfolio.

Global Beta Value/Quality Index

This strategy takes the 100 securities with price-to-sales ratios that fall into the lowest quintile in the S&P 500.

Global Beta Small-Mid Index

This strategy takes the 100 securities with 12-month trailing revenue growth rates that rank in the highest quintile in the S&P 600.

Global Beta Growth/Momentum Index

This strategy takes the 100 securities with Sharpe Ratios (i.e.: risk-adjusted return) that rank in the highest quintile in the S&P 500.

All Cap Multi-Factor Strategy

This strategy rotates the Global Beta Value/Quality index, the Global Beta Growth/Momentum index, the Global Beta Low Beta index, and the Global Beta Small-Mid index tactically.

Global Beta Low Beta Index

This strategy takes the 100 securities with betas that rank in the lowest quintile in the S&P 500.

Global Beta Large Cap Multi-Factor Strategy

This strategy rotates the Global Beta Value/Quality index, the Global Beta Growth/Momentum index, and the Global Beta Low Beta index tactically.

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Free eBook:
Science behind Factor Based Investing

A factor-based investing framework integrates factor exposure decisions into the portfolio construction process. The framework involves identifying factors and determining an appropriate allocation to the identified factors. But what are factors? Download our free eBook to learn the science behind factor based investing.

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Insights: Educational Articles, Commentary and Perspectives

At Global Beta, as we analyze the current whip sawing in the market, one thing is very clear to us: the market’s unpredictability has become very predictable. The same beast of algorithmic and index-based fund strategies that has seemingly and endlessly powered the market to new levels, ever since the market bottom in March 2009, has now seemingly become the

The past ten years have produced a remarkable turnaround from the 2008 financial crisis. Unfortunately, the psychological damage that crisis inflicted on investors has resulted in what we believe to be the least loved bull market in history. The U.S. domestic equity markets have led the global markets higher.

Factor investing is a strategy that chooses securities on attributes that are associated with higher returns. From a theoretical standpoint, Factor Investing is designed to enhance diversification, generate above-market returns and manage risk. Learn more about Factor Investing by watching our video here.