Schwab Marries Strategic Beta, Market-Cap Strategies
Schwab’s Tony Davidow believes there’s a role for active, market-cap and fundamental index strategies in building portfolios.
Smart-Beta ETFs: 3 Factors to Calculate Before Adding to a Portfolio
Still trying to understand what “smart beta” means for ETFs? Hint: it’s where active meets passive.
The SEC Is Broken; Evaluating Smart Beta; Where Are the Privately Owned BDs?: December Investment Advisor—Slideshow
As the main regulator of the financial services industry, the SEC has three important jobs, but the agency is facing headwinds that keep it from doing those jobs as efficiently as possible.
How Active Investing Can Keep Portfolios Healthy: Osterweis
A white paper by Osterweis Capital Management points out that while passive investments go up with the market, they also go down with it.
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?
4 Big Trends You Can’t Ignore
The future always presents challenges, but also opportunities for those who are prepared.
How Advisors Can Understand, and Use, Smart Beta Strategies
A focus on 'improving the client experience' may well yield more innovation, especially in ETFs, says Tony Davidow of Schwab.
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.
Bearish Bremmer, Bullish Bernstein Clash at IMCA Forum
Take your pick: the free markets are in their death throes, or we are in the middle of the biggest bull market we’ll ever see.