Videos
What Is in Your Smart Beta Portfolio? A Fundamental and Macroeconomic Analysis With smart beta becoming increasingly popular, a swath of strategies have been designed to provide access to a wide array of return-enhancing risk in the marketplace. |
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Commentary: Liquidity David discusses factors affecting liquidity and the importance of market conditions and investors’ expectations as well as the characteristics of the securities. |
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OutDex™ to Outperform an Index: Incorporating the Best of Active and Passive Investment Strategies Incorporating the best of active and passive investment strategies, the team propose an OutDex™ strategy that is designed to closely track market capitalization weighted indexes, while providing investors with factor based excess returns. |
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Active Exchange-Traded Funds: Are We There Yet? Investors anxiously anticipated the debut of actively managed ETFs in 2008, expecting them to succeed as well as their counterparts in the mutual fund industry. In the end, the reality didn’t match the expectations. |
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Passive Options in DC Plans: Do Plan Participants Have Access to Indexing? |
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