SmartBe Investments

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Calgary, AB
SmartBe Investments

SmartBe Investments, the Modern Investor Journey investigates the non-technical side of quantitative The Canadian investment landscape is changing fast.

Everyone is talking about ETFs and more than 800 of them are vying for your money. But it’s hard to find a signal in the noise. Which investments are best for you now or in the future? How much should you pay for advice or for funds? How do you avoid risk and still get a return? We’re here to help guide you towards investing success.

• We’re tied to world-class academics and leading quantitative

practitioners
• We remain current with the most recent innovations and research
• We provide education and portfolios designed to keep you on track towards your goals

01/19/2022

We would like to introduce you to Gavin Luk, Director of Regional Sales at SmartBe Investments.

Gavin has over 25 years of industry experience providing exceptional service to investment advisors. Over the span of his career, he worked at 3 global mutual fund companies and 2 leading Canadian banks, where he held senior sales positions and developed a proven track record of success. At SmartBe, Gavin continues to build key advisor relationships across Canada through the MFDA and IIROC channels thanks to his extensive investment knowledge. Gavin holds a Bachelor of Business Administration from California State University in Chico.

01/17/2022

What is The Kalman filter?

The Kalman filter is a statistics-based algorithm used to perform the estimation of random processes. Our research will explain what Kalman Filters are and utilize them with financial time series data for trend following purposes.

Click the link for the full explanation on The Kalman filter, written by Henry Stern, for Alpha Architect: https://bit.ly/3K3Ga2d

01/14/2022

In summary, there are no right answers when it comes to launching an active or an index ETF. However, by understanding the basics of the regulatory landscape and the costs/benefits of each approach, both consumers and ETF operators can make more informed decisions.

Click the link for the full article, written by Pat Clearly, for Alpha Architect: https://bit.ly/3Gz0dU8

01/13/2022

Time to get smarter in less than 10 minutes!

Welcome to the series, "Smarter in 10 Minutes." This series is aligned with our mission to empower investors through education and is curated by Matt Topley, a 25yr+ vet in the business who currently runs Lansing Street Advisors.

Click the link for the full article: https://bit.ly/3q0IZJg

01/12/2022

Join our very own Chief Strategy officer Gavin Graham on his podcast In-depth Investing.

In Episode 77 Gavin interviews Washington Correspondent Wilder Alejandro Sanchez updates on Tyson Foods. Travel Columnist and Podcaster Ron Pradinuk checks the recovery of travel companies and travel stocks. From New York, William Rhind at GraniteShares explains differences in gold, silver and platinum and their place in portfolios. Gavin Graham investigates uranium and its suitability for investment.

Click the link for the full article: https://bit.ly/3mYjQgA

01/11/2022

Endowments have distinctive characteristics: they are truly long-term investors and they don’t have to pay taxes. One of the first-ever articles on endowment investing goes back to the mid-’50s with Carpenter (1956) and in 1974, Tobin defined endowments as “investment funds that aim to meet the needs of their beneficiaries over multiple generations and to adhere to the principle of intergenerational equity.”
 
Despite their popularity and the ease of access to university-based endowments, there is little in the academic literature about the history of endowment investing, and how endowments invest. In this article, the authors aim at filling this gap.In this article, the authors provides Interesting Insights into how Endowments Invest.
 
Click the link for the full article, written by Elisabetta Basilico, PhD, CPA for Alpha Architect: https://bit.ly/3JIKNhU

01/10/2022

SmartBe would like to spotlight our Incredible Partner and Advisor, Dr. Wesley Gray

After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education.

He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in the suburbs of Philadelphia with his wife and three children.

01/07/2022

Join our very own Chief Strategy officer Gavin Graham on his podcast In-depth Investing.

In Episode 76 Gavin chats with Correspondent Samuel Okocha updates on the pressures on Facebook and its decision to re-brand and re-name. From Phoenix, Calvin Goetz at Strategy Financial Group discusses whether portfolio changes are necessary at year end and if so, some possibilities. From New York, William Rhind at GraniteShares clears up some of the confusion surrounding commodities. In his commentary, Gavin Graham outlines the advantages of uranium and some funds for investing in it.

Click the link for the full episode: https://bit.ly/3JhZQPk

01/06/2022

Our belief: Robust data makes powerful decisions possible, while poor-quality data guarantees ineffective decisions. The gold standard of data and information is found in academia, where it is forged in the rigorous process of peer review. That’s why we work with pracademics; they are a much-needed bridge between real world practitioners and academia.

01/05/2022

What percentage of COO/CCO/CTOs in Finance are Women?

This is the second article in a series on women in leadership roles. To dig deeper into where women are in finance we analyzed 36,499 functional positions for the COO, CCO, and CTO roles in 29 countries, including 25 developed markets and Brazil, Russia, India, China (the “BRICs”). All public and private firms in the finance industry were included regardless of market capitalization or other characteristics.

Click the link for the full article, written by Tommi Johnsen, PhD for Alpha Architect: https://bit.ly/3mGygl7

01/04/2022

SmartBe would like to spotlight out Incredible Financial Analyst, FRM Tyson Li

Tyson started his career within real estate investment and from there, gained experience in accounting and finance. Tyson completed his MBA at Concordia’s John Molson School of Business. He is a certified Financial Risk Manager (FRM) and a CFA Level III candidate. Tyson a quick learner with an eye for detail. He prides himself on being a proactive team player who thrives in new environments.

01/03/2022

Value stocks are historically cheap compared to the past. Given this fact, a natural question is the following, "After the last two times Value had a "peak" of the factor being cheap, how did it do the subsequent five years?"

Click the link for the full article, written by Jack Vogel, PhD for Alpha Architect: https://bit.ly/3Ezz81g

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#680 330 5th Avenue SW
Calgary, AB
T2P0L4

Website

http://www.smartbewealth.com/

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