Research and education

Discover the latest thinking from our network of asset managers and investment partners on those issues most relevant to ETF investors. Here you’ll find a variety of resources, from white papers to videos, that can help you better understand investing in ETFs and how to use them in a portfolio.

  • Strategic beta ETFs: leveraging the goals of active and passive management

    Read the brochure
  • Why blending active and passive strategies is right for investors

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White papers


The case for small caps—and the merits of a multifactor approach

A practical guide to portfolio construction

Emily Roland of John Hancock Investments and Joel Schneider of Dimensional Fund Advisors discuss factors in support of small-cap investing today.


View the webinar

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View past webinar: “Just the facts on single versus multifactor ETFs”

View past webinar: “Why strategic beta works for international markets, too”

View past webinar: “A new way to think about selecting and implementing strategic beta”

View past webinar: “A practical guide to portfolio construction”

Investor brochure: strategic beta ETFs

Investor fact sheets

Explore our lineup of ETFs

Learn more about our exchange-traded funds and how they can work in your portfolio. Or for more information about any of our product offerings, contact us directly.