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.
7 Smart Beta Questions, Answered
Research Affiliates' Jason Hsu explains what alternative indexing means, how it differs from traditional investing, and why it might be smart to get some.
4 Investing Strategies Bogle Gets Wrong: Ritholtz
Vanguard founder John Bogle is an investing legend, Barry Ritholtz writes, but some of his investment philosophies need updating.
Faber’s No-Fee ETF — and Why Asset Allocation Doesn’t Matter
Concluding that low cost trumps portfolio optimization, investment quant Meb Faber provides an ETF to meet that need.
Russia Needs a Re-Fi, and Is Willing to Pay Up: Research Affiliates
The smart beta shop has long maintained that hated companies, and countries, make the most profitable investments.
Millennials Heavy on Stocks Despite Risk Aversion
Investors in general are allocated heavily to stocks, but millennials in particular are overweight equities, according to ICI and EBRI.
Rodriguez, Faber, Arnott: Research’s 2015 Prediction Panel
John Buckingham and Nicole Gelinas round out Research’s expert investment roundtable, assessing opportunities and risks for the coming year.
Target-Date Funds’ Distorted Investing Strategy: Research Affiliates
Researcher Noah Beck says there’s a much better portfolio strategy to use than target-date funds’.
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.
Gene Fama to Keynote 5th Annual Morningstar ETF Conference
Strategic beta, emerging markets, active management and alternatives are among this year's topics, as well as a keynote presentation from economist and Nobel laureate Eugene Fama.