Value Investors’ Inconvenient Truth: They Lose to S&P 500
Value shop Research Affiliates argues that, ironically, “value investors are supplying a premium to other market participants rather than collecting one.”
New Fund Takes Novel Approach to Protecting Against Stock Market Losses
New fund company says it can track the S&P 500, but limit losses to about 12.5% while capturing upside up to 15%.
Schwab Cooks Up Smart Beta Hybrid
Charles Schwab's John Sturiale explains the investment merits of a first-of-its kind combo of cap-weighted and fundamental indexing strategies.
American Century Adds LPL Exec; Lucia Grabs First Allied COO
Adam Sokolic has joined the mutual fund firm, while Tiy O'Neal is now with Lucia Securities.
Top Portfolio Products: Nasdaq to Launch Energy Futures Market
SunGard introduces managed investment solution; Envestnet rolls out online education.
What’s Keeping Investors Up at Night?
USAA's John Jares explains the return of volatility to a market that has placidly delivered high average returns for six consecutive years.
Vanguard Names New Chiefs of Advisor Services, Retail Investor Group
Thomas Rampulla will lead the Financial Advisor Services division; Karen Risi will head the $1.3 trillion retail group.
Top Portfolio Products: RS Investments Launches 2 Alt Funds
Arrow rolls out market-factor ETF, while Deutsche adds three hedged fixed-income funds.
The Great Mutual Fund Comeback
The six major fund categories have returned an eye-popping 21% a year on average since March 9, 2009, when the markets hit 12-year lows.
Advisors Wading Deeper Into Liquid Alts
The liquid alt strategy used by the greatest number of advisors is real estate, a Practical Perspectives report finds.