Top Portfolio Products: PIMCO, Research Affiliates Add Strategies
J.P. Morgan Asset Management adds an ETF, and Nasdaq said it would buy the RIA and research firm Dorsey Wright & Associates.
Top Portfolio Products: AdvisorShares Launches 4 Gold/Currency ETFs
In other portfolio news, Nationwide Financial and Annexus launch fixed index annuity; Citi and Research Affiliates introduce global corporate bond index.
PowerShares, Research Affiliates Celebrate ETF's Many Happy Returns
Total returns show the Fundamental Index-based ETF beat cap-weighted indexes through the 5-year anniversary.
Rob Arnott on Seeking a Better Way to Invest in Bonds: The Weekend Interview
Fundamental Indexing for bond funds may change how you invest in that asset class.
PowerShares Corporate Bond ETF Shifts to Fundamental Index
Moves from cap-weighted index to fundamental index; the name changes, too.
A Better Mousetrap?
Charles Schwab launched three new index funds April 2 that are based on fundamental indexes rather than cap-weighted indexes such as the S&P 500. Fundamentally weighted indexes base inclusion in the index on a company's sales, cash flow, dividends, and book value, rather than on market cap, P/E, or valuation,...
Proponents of passive investing like Roy Komack, president of Family Financial Architects, Inc., claim it produces better returns at less cost to clients, than actively...