Mannik Dhillon sheds light on strategic beta ETFs

March 3, 2017

Mannik Dhillon, Head of Investment Solutions, Product and Strategy, recently spoke with Asset TV about the different ways to approach a strategic beta index or ETF.

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Victory CEMP ETF name changes

Effective January 20, 2017, Victory CEMP ETFs will be rebranded VictoryShares. Please note that the ticker symbols and CUSIP numbers will not change and there is also no change to the underlying CEMP indexes or corresponding methodologies.

ETF name changes
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Smart beta is more than a pretty name

Victory Capital’s Head of Investment Solutions, Product and Strategy, Mannik Dhillon, has interesting insight into the dangers of generalizing an entire investment approach, asset class or investment vehicle. Click below to read the ETF Advisor article.

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VictoryShares news

Victory Capital expands ETF business with Introduction of VictoryShares

VictoryShares will provide access to a robust tool kit of ETFs that seek to improve the risk, return and diversification profile of client portfolios. The expanded product line furthers Victory’s commitment to the strategic beta space and will include single- and multi-factor strategies designed to provide a variety of outcomes, including maximum diversification, dividend income, downside mitigation, minimum volatility and targeted factor exposure.

Read press release here
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Visit the CEMP website to see our offering of ETFs

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Enhance, Diversify a Portfolio with Smart-Beta ETFs

Traditional market capitalization-weighted index funds dominate the investment landscape, but they overweight the largest names, potentially exposing investors to greater risks. Investors, though, can look to alternative or smart beta index-based exchange traded strategies to diversify a portfolio and potentially generate improved risk-adjusted returns.

Click here to read the ETF Trends article
Redefining Indexing

Redefining Indexing: Alternatives to Market-Cap Weighting

Investors, and the advisors who serve them, are on the lookout for more efficient investment vehicles that have the potential to lower risk and provide better risk-adjusted returns. The proliferation of alternative indexing methodologies – also known as “smart beta” and “strategic beta” – have attempted to meet this demand...

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Questions? Please call our Sales desk at 1-800-991-8191.

An investor should consider the fund’s investment objectives, risks, charges and expenses carefully before investing or sending money. This and other important information about the fund can be found in the fund’s prospectus, or, if applicable, the summary prospectus. Read the prospectus carefully before investing. To obtain a copy, please visit, call your Financial Advisor or shareholder services at 866.376.7890. Click here for prospectus.

Investments involve risk including possible loss of principal. ETFs have the same risks as the underlying securities traded on the exchange throughout the day. Redemptions are limited and often commissions are charged on each trade, and ETFs may trade at a premium or discount to their net asset value. The Funds are not actively managed and do not, therefore, seek returns in excess of their respective Index. The Funds’ returns may not match the returns of their respective Index for a number of reasons, including: the Fund incurs operating expenses not applicable to the Index and incurs costs in buying and selling securities; the Fund may not be fully invested at times; differences in the valuation of securities and differences between the Fund’s portfolio and the Index resulting from legal restrictions, cost, or liquidity constraints. The ETFs may invest in small and medium companies. The earnings and prospects of these companies are more volatile than larger companies. Small and medium companies may have limited markets, product lines, or financial resources and lack management experience and may experience higher failure rates than larger companies. In general the price of a fixed income security falls when interest rates rise. ETFs focused on high dividend strategies may not be successful. Dividend paying stocks may fall out of favor relative to the overall market. ETFs may invest in securities included in, or representative of securities included in, the index, regardless of their investment merits. ETFs with a foreign focus are subject to the special risks associated with investments in foreign markets which may include less liquidity, exchange rate risk, greater volatility, less developed or less efficient trading markets, lack of comprehensive company information, political instability and differing auditing and legal standards.

External Links: Certain hyperlinks will direct you to external, third-party websites that are not maintained by Victory Capital, Foreside Fund Services, LLC, or any of their affiliates. Neither Victory Capital nor Foreside Fund Services, LLC, controls these websites, or makes any representations or endorsements whatsoever concerning the content of the external sites. Please see our User Agreement for details.

Strategic beta --often called “smart beta” --refers to a growing group of indexes and the investment products that track them. The majority of these indexes aim to enhance returns or minimize risk relative to a traditional market capitalization-weighted benchmark.

VictoryShares ETFs are distributed by Foreside Fund Services, LLC., member FINRA and SIPC. Victory Capital Management, the adviser to the ETFs, is not affiliated with Foreside Fund Services, LLC.

Not a Deposit • Not FDIC or NCUA Insured • May Lose Value • No Bank or Credit Union Guarantee

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