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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. 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.
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.
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
The Motley Fool September 27, 2010 Michael Johnston	6 Reasons to Consider Dumping SPY A list of six ETFs to consider instead.
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 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 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?
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.
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.
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.
The Motley Fool November 27, 2006 Zoe Van Schyndel	57 Flavors of Funds New versions of ETFs mean more choices for investors.
Financial Advisor June 2007 Marla Brill	Indexing Debate Heats Up Proponents of fundamental indexing say it beats traditional market-cap-weighted measures.
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 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. December 23, 2014 Brad Zigler	The Various Flavors of Long/Short Equity Funds You have to wonder why anyone would want to launch a domestic long/short equity fund these days.
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 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 March 2011 Marla Brill	New Indexes Nudge Out Old Favorites Advisors who have moved into alternative indexes are finding unique ways to use them.
The Motley Fool October 10, 2007 Zoe Van Schyndel	An ETF for Emerging Giants If you're looking to temper the risk of emerging market investing, the new PowerShares FTSE RAFI Emerging Markets ETF might be worth a closer look.
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.
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.
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 July 30, 2007 John Rosevear	When Twice as Much Isn't Twice as Good The goal of asset allocation is to spread your investments among different classes of assets to achieve better overall performance with less volatility. How can you tell if your funds are really diversified?
The Motley Fool August 18, 2011 Jordan DiPietro	Should You Buy and Hold American Capital? American Capital has a beta of 2.48, which is pretty high. Generally speaking I like to see a beta below 1.2 for retirees.
Investment Advisor January 2008 Kathleen M. McBride	Built to Last Although their strategies vary, Rob Arnott and his investment advisor peers are hewing to a long-term focus on fundamentals, valuations, costs, and taxes.
Registered Rep. October 1, 2012 Brad Zigler	Beta Is Not a Bad Word Adjusting a portfolio's beta creates value -- either positive or negative -- on top of any produced by the managers' stock-picking skills.
Financial Planning March 1, 2008 Jane Li	What is Exotic Beta? Exotic beta is essentially a practical, no-nonsense concept that financial planners can use to benefit the portfolios of everyday investors, not just the portfolios of the ultra-wealthy. Read on for more.
The Motley Fool July 7, 2005	The Scoop on Beta Beta can help you grasp a stock's volatility.
The Motley Fool June 24, 2009 Selena Maranjian	Don't Rely on This Stock Measure Should you care about a stock's beta? It might be less of a meaningful sign of a great stock than you originally thought.
The Motley Fool March 30, 2005 Chuck Saletta	Proving Wall Street Wrong No matter what the textbooks say, it's possible to beat the market with less risk by value investing.
The Motley Fool June 20, 2011 Jordan DiPietro	Should You Retire With Boeing? Boeing has a beta of 1.38, which isn't necessarily outrageous, but it's not that low either. This beta falls in the grey area and it really depends on each individual investor to decide how willing they are to take on that added volatility.
The Motley Fool July 3, 2007 Selena Maranjian	Best and Worst ETFs When you study ETFs, make sure you look at them from several angles. Learn to get the biggest bang for your bucks.
Registered Rep. December 22, 2009 Stan Luxenberg	Forget Stock Market Gains, It's Best to Avoid Losses Many financial advisors and portfolio managers who held to traditional buy-and-hold stock-bond portfolios are now emphasizing new kinds of diversification.
The Motley Fool April 25, 2011 Jordan DiPietro	Should You Retire With Range Resources? Does this company have the traits of a good retirement stock? Generally speaking, I like to see a beta below 1.2 for retirees. In this case, Range Resources fits the bill.
The Motley Fool July 25, 2011 Jordan DiPietro	Should You Buy and Hold Enterprise Products Partners? Generally speaking, I like to see a beta below 1.2 for retirees. In this case, Enterprise Products Partners fits the bill.
The Motley Fool June 23, 2011 Jordan DiPietro	Should You Retire With The New York Times? I'm not saying there aren't good things about the NYT, but you may get more bang for your retirement buck elsewhere.
The Motley Fool April 29, 2011 Jordan DiPietro	Should You Buy and Hold United Technologies? Does this company have the traits of a good retirement stock? Generally speaking, I like to see a beta below 1.2 for retirees. In this case, United Technologies fits the bill.
The Motley Fool May 18, 2009 Dan Caplinger	Don't Let Dying ETFs Snare You In a sign of the times, some ETFs have decided to pull the plug after failing to attract a big following from investors.
The Motley Fool December 17, 2009 Dan Caplinger	Why Older Investors Should Still Own Stocks Investing experience can be worth its weight in gold.
The Motley Fool June 21, 2011 Jordan DiPietro	Should You Retire With Gap? Gap has a beta of 0.8, which is pretty low. Generally speaking, I like to see a beta below 1.2 for retirees. In this case, Gap fits the bill.
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 Advisor March 2011 James Picerno	Strength In Numbers Indexing is moving past the standard beta carve-ups, such as small- vs. large-cap equities and value vs. growth stocks. A new era of factor-based indexing is dawning, and it promises to be far more nuanced and complicated.
The Motley Fool June 16, 2011 Jordan DiPietro	Should You Buy and Hold American Express? Does this company have the traits of a good retirement stock? American Express has a beta of 1.26, which isn't necessarily outrageous, but it's not that low either.
The Motley Fool March 8, 2004 Ben McClure	Rumblings on Risk Forget beta. Find stocks that are already down and have the fundamental risk wrung out of them. Forget the science offered up by risk theory. If a stock has solid business fundamentals and is available at a significant discount to its value, the risk is lower and the prospect of reward is higher.
The Motley Fool September 25, 2010 Sean Williams	How Volatility Can Be Your Friend There is a way to use a stock's volatility to your advantage and potentially increase your profit potential.
Financial Advisor February 2012 Marla Brill	Setting Up For Inflation If the bleak economic scenario plays out the way Rob Arnott envisions, this fund would likely outperform its pure-equity peers.
BusinessWeek July 8, 2010 Helaine Olen	Prowling for Value in a Haywire Marketplace Quant investor Rob Arnott, of Research Affiliates, hunts for un-loved stocks in unloved markets
Financial Advisor March 2006 Brad Zigler	What Price Active Management? When stock picking is distilled from within a mutual fund, the true cost of active management bubbles to the surface.