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Financial Planning March 1, 2006 Donald Jay Korn	Weight Watchers New equity indexes, weighed by fundamental factors, are challenging the conventions of passive investing.
Financial Advisor September 2011 Tom Lydon	It's All In The Weighting ETF indexing has evolved, but the traditional, somewhat boring approach may still yield the best results.
Financial Advisor June 2007 Marla Brill	Indexing Debate Heats Up Proponents of fundamental indexing say it beats traditional market-cap-weighted measures.
Financial Advisor March 2011 Marla Brill	New Indexes Nudge Out Old Favorites Advisors who have moved into alternative indexes are finding unique ways to use them.
Financial Planning October 1, 2006 Donald Jay Korn	Beyond Benchmarks Tracking alternative indexes can add a flavor of active management to the ETF menu.
The Motley Fool February 22, 2011 Dan Caplinger	3 Strategies That Beat the Market Alternatives to index funds did well since 2000, but will they keep up the pace?
The Motley Fool November 27, 2006 Zoe Van Schyndel	57 Flavors of Funds New versions of ETFs mean more choices for investors.
Financial Advisor December 2007 Marla Brill	The New Indexing Maze The mushrooming ETF market has spawned a new breed of indexes that represent a radical departure from traditional benchmarks in both their construction and purpose.
Investment Advisor November 2006 Kathleen M. McBride	Fundamental Indexing Goes Main Street Index investing has traditionally been linked to capital-weighted indexes, whereby a company's market cap determines how much of a company actually got into an index. And that's the fatal flaw in conventional index-linked investing.
Financial Advisor April 2006 Raymond Fazzi	A Look At New Horizons At a time when the margin for error is growing thinner and thinner in investment management circles, some are asking whether advisors and their clients are adequately served by cap-weighted benchmarks.
Financial Planning September 30, 2013 Allan S. Roth	Portfolio Innovator: Rob Arnott How do you spot a portfolio innovation that works? Rob Arnott, best known for developing the fundamental indexing approach to portfolio management, has almost $100 billion pointing in his direction.
The Motley Fool July 6, 2010 Selena Maranjian	A Fund Designed to Grow Instead of tracking the Dow or the S&P 500, the PowerShares FTSE RAFI US 1000 ETF tracks an index weighted by company fundamentals, which has given better performance historically.
Registered Rep. July 1, 2006 Stan Luxenberg	Fundamental Indexing During the 1990s, S&P 500 index funds were all the rage -- and, for most core investments, the bogey to beat. But lately the index has been offering stingy returns.
Registered Rep. January 26, 2010 Brad Zigler	The Price Is NOT (Always) Right As every financial advisor -- indeed every investor -- knows, there is a difference between price and value.
The Motley Fool June 29, 2010 Dan Caplinger	The Better Way to Beat the Market? The jury's still out on alternative indexes. Different market conditions will make index funds perform in various ways.
The Motley Fool November 17, 2006 Ralph Casale	Not Your Father's Index Funds A number of investment vehicles, mostly ETFs, have been designed to take advantage of alternate company weighting in an index.
Registered Rep. February 15, 2011 Stan Luxenberg	Fundamental Indexes Have Had a Good Run. Converted Yet? Proponents claimed that fundamental ETFs and mutual funds would outdo the S&P 500 and other traditional benchmarks. Critics scoffed. But now many of the funds have significant track records, and the results are promising.
The Motley Fool May 21, 2007 Dan Caplinger	Going Beyond the Index Rather than using a weighted index based on the market cap of the component stocks, WisdomTree ETFs base their portfolio allocations for index components on fundamental aspects of those stocks, such as dividend yield and company earnings.
Financial Planning June 1, 2009 Richard A. Ferri	Mapping Indexes Today's advisors can best serve their clients with a working knowledge of the various index methodologies. Unfortunately, this is no easy task.
Financial Advisor August 2009 Marla Brill	Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices.
The Motley Fool September 27, 2010 Michael Johnston	6 Reasons to Consider Dumping SPY A list of six ETFs to consider instead.
Financial Planning May 1, 2006 Elizabeth O'Brien	S&P Muscles in on Wilshire More and more index makers are offering the same products -- but they insist there's a difference. Planners should take the time to explain the differences to their individual clients in order to "manage expectations."
The Motley Fool January 19, 2007 Mary Dalrymple	Index Funds Win Again Index funds are cheap, easy, and they reliably outperform many other funds.
Financial Planning March 1, 2007 Donald Jay Korn	ETF Mania! As the number of exchange-traded funds explodes, planners are deploying them to bring sophisticated institutional strategies to affluent clients.
BusinessWeek March 12, 2007 Lauren Young	The Trouble With ETFs As more esoteric funds proliferate, they're failing to live up to their promises.
The Motley Fool June 7, 2011 Morgan Housel	Searching for a Better Index Going beyond the S&P 500. For those who don't have the time or inclination to dive into individual stocks, index funds are the way to go.
Registered Rep. April 1, 2007	Among Giants Since last June, WisdomTree has launched 36 ETFs and amassed more than $2.8 billion in assets. Of course, it helps to have the legendary Michael Steinhardt as the principal financial backer, and Wharton Professor Jeremy Siegel brings intellectual credibility to the research.
The Motley Fool January 16, 2010 Alex Dumortier	A Wealth-Building Strategy for the Next 10 Years This straightforward strategy will help you rebound from the past 10 years.
The Motley Fool July 31, 2007 Zoe Van Schyndel	A Japan ETF With a Fundamental Twist The PowerShares FTSE RAFI Japan ETF, is different from the rest of the ETF options focused on the land of the rising sun.
The Motley Fool October 24, 2005 Mathew Emmert	Dividends Go Mainstream Soaring demand among dividend-based exchange-traded funds shows that the yield is once again in vogue.
The Motley Fool December 16, 2008 Dan Caplinger	Make the Right Investment Every Time Even after close examination, it can be hard to tell many investments apart. Therefore, how can you ensure that you make the best choice every time?
The Motley Fool December 30, 2008 Dan Caplinger	Can You Beat Index Funds in 2009? Get the right mix in your investments.
Financial Advisor December 2004 Christopher P. Parr	Look Mom! I Beat the S&P Again! Legg's Value Trust---relative fund superstar or absolute media hype?
Registered Rep. January 22, 2010	Lost Decade? Not For Fundamental Indexing A recent study by Rob Arnott, chairman of Research Affiliates says it paid to use fundamental indexing in the past decade.
The Motley Fool April 23, 2009 Dan Caplinger	Investments That Don't Stand a Chance An active fund that only seeks to match its benchmark is a waste of your money. If that's all a fund can offer, you're much better off going with the index fund.
The Motley Fool June 10, 2005 Nathan Parmelee	Improving the Index Fund A recent study shows that the weighting of index funds by market capitalization is potentially creating a large drag on performance, because the index is overweighting the overvalued and underweighting the undervalued.
The Motley Fool August 20, 2008 Dan Caplinger	If You Can't Beat the Indexes, Join Them As easy as it is to have an all-index portfolio, you may be curious: Is it a good idea?
The Motley Fool October 19, 2009 Selena Maranjian	Is Your Index Fund Behaving Stupidly? You don't have to settle for investment allocations in your funds that you don't like.
Entrepreneur March 2007 Scott Bernard Nelson	Worth a Look A new twist on an old concept shakes up the index fund universe. With some research and observation, it could work for you.
Financial Planning May 1, 2006 Israelsen & Walker	Evening the Odds A significant flaw in many active-versus-passive studies occurs when tallying the number of funds that under- or out-perform an index. Three steps could help level the playing field in the active-versus-passive debate.
The Motley Fool May 8, 2009 Dan Caplinger	Lights Out for Dividend ETFs? Funds fell into the dividend trap, but that doesn't mean the idea is bad.
Financial Advisor March 2012 Michael J. Reed	Avoiding Losers This model aims to avoid underperforming stocks rather than picking outperforming ones.
Financial Advisor December 2006 Matt Hougan	Do These ETFs Make Sense? Here are five ground rules to help you evaluate whether some newfangled ETFs make sense for your client's portfolios. Rule Number 1: Check Your Commissions... Rule Number 2: Check The Index... etc.
The Motley Fool August 18, 2009 Dan Caplinger	The Easy Way to Find Big Dividends Choosing a solid dividend ETF can help you diversify your portfolio while giving you the benefits that dividend-payers offer.
Investment Advisor February 2010 Vaughan Scully	The ETF Advisor: S&P 500 ETFs While some S&P 500 Index funds are virtually identical to the SPDR fund, a handful of other ETFs offers more substantial modifications to the original formula.
The Motley Fool January 14, 2011 Dan Caplinger	Your Index Fund Is Making a Bad Investment Funds have to do what the indexes they track do.
Financial Advisor May 2004 C. Michael Cart	Risk Control: The Next Act For ETFs New Exchange-traded funds are being created as strategies and technology are developed.
Financial Advisor March 2008 Sydney LeBlanc	Investment Utopia With index investing used as a foundation, numerous strategies are being employed to help generate returns that may beat the market while keeping costs low and allowing investors to sleep at night.
Financial Planning March 1, 2010 Donald Jay Korn	Digging for Dividends According to Morningstar, there are 56 mutual funds with the word "dividend" in their name, plus another 33 dividend ETFs.
Financial Planning November 1, 2011 Joseph Lisanti	Made-to-Order Indexes The industry isn't running out of ideas. The evolution of markets and the emergence of new technologies will ensure a continued flow of indexes and ETFs based on them.