Which Is the Smartest Smart Beta: Equal or Fundamental Weighting?
Research Affiliates weighs in on the alternative indexing debate among smart-beta proponents.
Rob Arnott Reveals: What’s Really Smart About Smart Beta
The reception area of Rob Arnott's Research Affiliates provides a clue to the thinking behind fundamental indexing.
Can Boring Stocks Bring Investment Bliss?
Michael Finke examines the surprising advantages of low-volatility portfolios.
The Rise of Smart Beta; Make the Most of Your Most Valuable Advisor; Choosing the Right MLP: April Investment Advisor—Slideshow
The rise of smart beta; how to make the most of your most valuable advisor; and choosing the right MLP
On Smart Beta, Smart Skeptics
While many institutions and advisors have put money into smart-beta vehicles, there are as many asset managers and industry observers who are skeptical, to put it mildly, of smart-beta proponents’ claims.
Rob Arnott and the Rise of Smart Beta
These strategies, developed by Rob Arnott, have attracted tons of money and adherents, but critics too. What does it mean for you and your clients?
Investor Alpha ‘Readily Available’ but Not Painless: Research Affiliates
Above-market returns, often called elusive, are there for the taking for investors who can stomach a little discomfort, says Chris Brightman of Research Affiliates.
Traditional Indexing Delivers Below-Average, Not Average, Returns
A Research Affiliates study questions a cherished tenet of index investing — namely, that it produces market-based returns.
Corporate Profits ‘Dangerously’ High; Labor to Grab Bigger Share: Research Affiliates
The only profit boom bigger than today's was followed by two world wars, the Depression and 39 years before another peak, warns Research Affiliates' Brightman.
Grantham, Arnott, 4 Others’ Investing Strategies: Tiger 21 Conference
Conference attendees also heard presentations from well-known speakers in philanthropy, health and lifestyle, Tiger 21 said.