Visit www.franklintempleton.com

Franklin LibertyShares

Reset Password

Are you using your franklintempleton.ca user ID & password? You will need to register for a new ID & password for this site.
If you previously registered on libertyshares.ca and forgot your password, please enter your email address below to reset your password.

Learn More About Smart Beta and LibertyQ ETFs

Top

What are Smart Beta ETFs?

Smart beta ETFs are one of the fastest growing investment options available to investors. While the concept may seem complicated, watch this video for a simple explanation of how they work and what they are designed to achieve.

 

Smart beta refers to a methodology of index construction that seeks to achieve better risk-adjusted returns compared to traditional market capitalization weighted benchmark indexes. There is no guarantee that any strategy will achieve its objective. Franklin LibertyQ ETFs are not riskless investments, and investors can lose money. For additional risk disclosures, please see the prospectus. 

Smart Beta...

  • …is an index that has been designed to achieve a specific outcome.
  • …is an evolved way of creating an index, using rules to target companies that demonstrate specific “factors”, or drivers of performance, in order to achieve a specific objective.
  • …targets a variety of factors, combining them in a strategic way, which may lead to stronger returns with less risk over time.

Franklin LibertyQ Smart Beta ETFs

VIEW ALL ETFs

Understanding the LibertyQ Factor Methodology

Chandra Seethamraju, Ph.D., Vice President, Director of Systematic Modeling, Franklin Templeton Solutions, discusses the methodology behind Franklin’s multi-factor smart beta ETFs, including the rationale behind LibertyQ’s custom factor definitions and their factor weightings.

Play

Understanding the LibertyQ Factor Methodology

 

Smart beta refers to a methodology of index construction that seeks to achieve better risk-adjusted returns compared to traditional market capitalization-weighted benchmark indexes. There is no guarantee that any strategy will achieve its objective. Franklin LibertyQ ETFs are not riskless investments, and investors can lose money. For additional risk disclosures, please see the prospectus. 

LibertyQ’s custom factor definitions

While many smart beta strategies utilize the same four factors, many employ standard, widely accepted approaches to measuring these factor exposures. We sought to develop custom factor measures which we believe could provide a more comprehensive evaluation of a stock's exposure to each factor.

Franklin LibertyQ Smart Beta ETFs

VIEW ALL ETFs