Smart Beta Is First Among Equals in Schwab’s Book
Anthony Davidow may be unique among financial executives in managing to express a viewpoint in his job title: alternative beta and asset allocation strategist.
Research Affiliates Gives Its Forecasts Away for Free
Pssst! Want some detailed portfolio ideas from a highly regarded money manager, regularly updated and for free?
Arnott: ‘100 Minus Your Age’ Asset Allocation Rule All Wrong!
Research Affiliates argues that industry and academia both deny reality in pushing young workers into stocks, particularly through target-date funds.
Why Low Volatility Produces High Returns
They say there’s no free lunch in economics, but investing in low-volatility stocks appears to make a gourmet banquet available at diner prices.
Smart Beta’s Low IQ
Indexer Ron Surz blasts Rob Arnott, PowerShares, Russell and S&P, and says the bias toward value turns growth funds into "mush."
Rob Arnott Blasts ‘Smart Beta’ Imitators
Research Affiliates founder Rob Arnott jumps into the fray on the true meaning of smart beta, a term he views as "overused" and "ill-defined."
Investors: Beware of the Quants
Research Affiliates argues that very few investment strategies have proven their worth over time and across markets.
ETFs to Surpass Hedge Fund Assets by 2015
“We predict annual growth rates of 15%-30% around the globe,” EY reports, according to Ron DeLegge, who will speak at ThinkAdvisor's annual ETF virtual conference.
What Pro Sports Drafts Teach About Investing
Sports are not merely recreational but educational, according to Research Affiliates analysts, who derive some insights from the experience of baseball and soccer franchise owners.
The Contrarian Play: Emerging Markets Energy Sector
Emerging markets natural resource companies can be dirty companies, but they’re dirt cheap.