Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
Learning to Love Smart Beta
By Ginger SzalaIts up to advisors to get on board with with the Smart Beta Revolution and give in to the strategy's adverse nature, said Rayliant's Jason Hsu.
September 09, 2016
Family Office Returns in 2015 Sagged Due to Challenging MarketsSurvey finds implementing a succession plan is family offices top governance priority.
September 09, 2016
8 Facts and Fictions of Momentum and Value InvestingAt the Morningstar ETF conference, AQRs Ronen Israel jumps into the fight between the two investing styles.
September 08, 2016
Morningstar to Launch Analyst Ratings for ETFsThe Chicago-based fund research firm is also 'collapsing' open-end funds, ETFs into the star rating.
September 08, 2016
Milevsky on DOL Fiduciary Rule: Big Flaws; Annuities Will SufferThe fiduciary standard rules overriding emphasis on fees is deeply flawed, says the academic. His short-term prognosis for the annuity industry? Poor.
September 08, 2016
RIAs’ Use of ETFs Continues to Climb: Schwab StudyNearly 48% of RIAs say ETFs will be the "dominant investment" type in the portfolios they manage, Schwab survey found.
September 07, 2016
Top 20 Largest Pension Funds in the WorldResearch shows assets fell 3% in 2015 for the world's 300 biggest funds, but growth since financial crisis is up 19%.
September 07, 2016
Schwab’s Kleintop: Stocks Are ‘Vulnerable to a Pullback’The strategist points to a big gap between earnings expectations and reality in the face of weak global growth.