Index Investing King Rob Arnott Comes to Morningstar ETF Invest
The founder and evangelist of fundamental indexing presents upside-down portfolios to prove a point about the benefits of smart beta.
Want to Win the Investing Game? Bet on the Losers
If stocks are mispriced and it is possible to determine, generally, which ones are underpriced, why don’t more investors try to take advantage of this?
Arnott’s Value Firm Grabs Momentum ‘Hot Potato’ in Paper
The risk of a portfolio blowup is high, says Research Affiliates, but momentum investing could improve returns as a short-term add-on.
Schwab to Launch 6 Fundamental Index ETFs
“We know RIAs have been waiting for these ETFs, and we’re excited to deliver them,” says Charles Schwab Investment Management President Marie Chandoha.
Tony Davidow, ‘Equal Weight Evangelist,’ Brings His Message to Schwab
Shortly after hiring Tony Davidow as its alternative beta and asset allocation strategist, Schwab filed regulatory papers for a lineup of ETFs that will use fundamental indexes.
Where are the Financial Geniuses?
Research Affiliates says firms seeking to find patterns of mispricing must encourage the critical evaluation of nonconformist ideas.
Money Floods Into Stocks via ETFs as Industry Hits 20-Year Mark
Last year marked an all-time high for the industry on the eve of its 20th anniversary, and ETFs are soon expected to surpass a record $2 trillion in global assets.
Arnott, Coming Soon: Economic Disaster in 3D—Debt, Deficits, Demography
Rob Arnott’s keynote session at the ETF Virtual Summit on Wednesday focused on the coming 3D hurricane—debt, deficit and demography.
Fund Managers of the Year Announced by Morningstar
Morningstar announced its 2012 U.S. Fund Manager of the Year award winners in early January, after releasing the names of nominees by category in late December.
Finke Study Warns: 4% Retirement Rule Is Dead, Long Live Annuities
"The bottom line is that the current low-yield environment is a retirement income game changer," Finke says.