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.
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."
10 Best & Worst States for Retirement
Taxes, sunshine and health care are among Bankrate's critera for picking a good place to retire.
Why a Monkey Managing Your ETF Portfolio Could Boost Returns
How does an untrained monkey add value to a portfolio that trained professionals can't match?
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.
Rethinking the Role of Emerging Markets Investing in Portfolios
More than ever, the outlook for emerging markets is nuanced, and selectivity is critical. We expect emerging countries to increasingly decouple from one another.
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.
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.