Value Quality Factor Index Strategy -Global Beta Advisors
                     Welcome To Global Beta 
Advisors 
 Value Quality Factor 
Index Strategy -Global 
Beta Advisors
Investment is very easy but investing in right 
asset at right time is even more crucial and 
important. Stocks, bonds and commodities in 
different sectors and markets vary and can make 
a huge difference in terms of increasing returns 
and reducing or downsize their risks for the long 
term. All world ETF rotation model will help you 
to compare and choose appropriate investment 
for particular sector to make more profit and 
downsize the risks.
The ETFs in the universe are:
• SPDR, S&P 500 for big stocks for all the U.S.
• iShares Russell 2000 Fund (Index) for small stocks in the U.S.
• iShares MSCI EAFE or known as (EFA) for international stocks in 
developed markets
• iShares MSCI Emerging Market for all international stocks in 
trading markets.
• PowerShares DB Commodities or known as DBC for commodities
• SPDR Gold Trust (GLD) for gold shares
• Vanguard MSCI U.S. REIT for REITs
• iShares Barclays Long-Term Treasury or TLT for Treasury bonds
• Barclays Low Duration Treasury or SHY for short-term Treasury 
bonds
All world ETF Rotation Model focuses on up-
trending US traded ETFs with a 
capitalization of at least $3 billion or higher 
and an average daily trading volume of at 
least 3 million shares. In all cases, the 
manager's discretion applies.
The S&P 500 (for big stocks) Quality, Value & 
Momentum Multi-Factor Index which is designed 
to calculate performance of 100 stocks within the 
S&P 500 that evaluates top combination of 
quality, value, and momentum that is determined 
by a multifactor score. Value-Quality Factor Index 
Strategy needs to be considerable for long term 
investment.
There are six major factors for indexing:
• Volatility
• Yield
• Quality
• Momentum
• Value
• Size.
Value quality factor index strategy combines the 
benefits of active and passive investments and 
able to deliver risk premium in long term in a 
transparent, rule-based and within cost effective 
manner. Factor based investing has come across 
long-way after the first factor-based ETF which 
was introduced back in 2003. As on January 2017, 
there are 1,200+ factor-based equity ETFs/ETPs 
available globally with the total assets under the 
management of US$534 billion which is offered 
by around 150 asset managers listed on 37 
exchanges among 32 countries.
There are some other factor based strategies such as:
• Value quality index strategy
• Growth momentum index strategy
• Low beta index strategy
• Size index strategy
• All cap multi factor strategy
• Large cap multi factor strategy
• Factor definitions etc.
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 www.globalbetaadvisors.com
Global Beta Advisors
2001 Market Street, Suite 2630
Philadelphia, Pennsylvania 19103
(215) 531-8234