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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.   |
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. |
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 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. |
Financial Planning
March 1, 2006
Donald Jay Korn |
Weight Watchers New equity indexes, weighed by fundamental factors, are challenging the conventions of passive investing. |
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
November 27, 2006
Zoe Van Schyndel |
57 Flavors of Funds New versions of ETFs mean more choices for investors. |
Financial Advisor
February 2006
Matt Hougan |
Is `Buy The Market' Best? Enhanced indexers say they have the way to go the market one (or two) better. Financial advisors, take note. |
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. |
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. |
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 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. |
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. |
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.
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. |
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. |
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. |
Investment Advisor
November 2006 |
Fundamental Index Strategies The report, Retrospectives on Selected Fundamental Index Strategies, offers a long view of Research Affiliates' past and present fundamental indexing strategies. |
Financial Planning
June 1, 2008
Arnott et al. |
Heads I Win, Tails I Lose Less A Fundamental Index portfolio is neutral relative to the economy, weighting companies in accordance with their current economic footprint. When is it the right choice for investors? |
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
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. |
Investment Advisor
April 2007
Green & McBride |
Catching up with... Jeffrey Mortimer Here, the CIO-Equities at Schwab Investment Management and Laudus Funds discusses fundamental index funds. |
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. |
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. |
Financial Advisor
August 2009
Marla Brill |
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. |
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, 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. |
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. |
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
September 27, 2010
Michael Johnston |
6 Reasons to Consider Dumping SPY A list of six ETFs to consider instead. |
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? |
Registered Rep.
June 7, 2011
Stan Luxenberg |
Concentrated ETFs PowerShares QQQ has been racing ahead. During the past five years ending March, the ETF has returned 7 percent annually, outdoing the average large growth mutual fund by 4 percentage points |
BusinessWeek
July 18, 2005
Adrienne Carter |
Pushing Index Funds A Bit Higher Mutual funds that start with indexing and then tweak here and there to help increase returns. |
Financial Advisor
May 2010
Gail Liberman |
Understanding Indexes Popularity, turnover, structure and other factors affect index funds and ETFs. |
The Motley Fool
January 18, 2011
Michael Johnston |
Understanding the Quirks of QQQQ QQQQ -- better known as the "cubes" -- has become a popular option for investors looking to gain exposure to growth companies and the tech sector in general. |
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
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
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. |
Financial Advisor
March 2012
Tom Lydon |
Slow Build Companies have lined up to introduce active ETFs, but so far less than 1% of ETF assets are in these products. |
Financial Advisor
July 2011
Marla Brill |
Schwab's Low-Cost ETF Gamble Schwab is undercutting competitors with low fees, but still faces a challenge in differentiating its ETFs from those offered by more established players. |
Financial Advisor
February 2007
Raymond Fazzi |
Surprisingly Few Surprises Investment strategies in the mutual fund market that worked in 2005 more often than not worked out just as well, or even better, in 2006. |
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. |
Investment Advisor
January 2010 |
Upgrades Financial services news and products: Fidelity helps record number of brokers transition... Old Mutual Global Index Trackers launches GlobalShares FTSE Emerging Markets Fund... more... |
The Motley Fool
March 22, 2007
Selena Maranjian |
Bogle Bashes ETFs The father of index funds warns of ETF pitfalls. |
Financial Advisor
March 2012
Michael J. Reed |
Avoiding Losers This model aims to avoid underperforming stocks rather than picking outperforming ones. |
The Motley Fool
January 20, 2006
Doug Short |
Competing With the S&P 500 If you want to increase your chance of beating the S&P 500 year after year, one good way is to broaden your investment choices to include a generous mix of smaller caps and international equities. Mutual funds and ETFs offer an easy means to get that degree of breadth. |
The Motley Fool
December 4, 2006
Zoe Van Schyndel |
ETFs: From DOG to DOO The ETF market may contain DOG and DOO, but it also holds funds like the PowerShares HighYield Dividend Achievers -- an investment that we can only hope will live up to its ticker symbol (PEY), over and over again. |
BusinessWeek
March 12, 2007
Lauren Young |
The Trouble With ETFs As more esoteric funds proliferate, they're failing to live up to their promises. |
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. |
The Motley Fool
January 19, 2007
Mary Dalrymple |
Index Funds Win Again Index funds are cheap, easy, and they reliably outperform many other funds. |
