Brightman, Ferri Slug It Out Over Smart Beta
Is smart beta really better beta? Research Affiliates' Chris Brightman says yes, but Rick Ferri was having none of it at a Morningstar conference debate.
Morningstar Goes to Cash
Morningstar is concerned enough about valuations in U.S. markets that the firm’s chief investment officer is keeping his unconstrained portfolio at 40% cash.
More Than 1,000 Advisors Attending Morningstar Conference; Gross, Asness Highlight Speakers
Also, Rick Ferri will dialogue with Chris Brightman of Research Affiliates—beehive of smart beta—on alternative indexing: desirable for honey or dangerous for its sting?
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.