Smart beta

The strategy has been one way asset managers have pared losses after 10-year Treasury yields reached 3%.

A new tool from the firm allows clients to analyze 2,400 equity-mutual funds and ETFs through the lens of factors.

Known for his “safe and cheap” investing mantra, he distinguished his style from that of Benjamin Graham and David Dodd, the fathers of value investing.

The new fund tracks the S&P 500 Dividend Aristocrats Index.

While investors have been won over by the promise of better returns than plain-vanilla funds, issuers can justify charging more for the additional complexity.

Investing in certain uptrends may pay off for clients.

Both long and short investments focused on volatility were mostly crushed lately.

Dec. 18: The proposed active offerings are set to debut in February.

With plans to offer six new funds, the passive investing giant is seeing strategic beta as an opportunity, not a threat, says one contributor.

The $284 billion asset manager aims to track municipal bond prices in its mutual funds with the service.

Factor-based approaches to index investing have won heaps of investment. Can it last?

The seven funds are expected to begin trading in the first quarter.

A recent launch from Flat Rock is designed to provide access to middle-market debt in a new way, according to the firm’s CEO, Robert Grunewald.

These all-weather investments could be just the ticket for clients.

Oct. 9: High distribution cost is just one obstacle managers face when delivering on innovation, says Flat Rock CEO Robert Grunewald.

Most of the firm’s reticence has come down to a marketing debate.

The company is evaluating ways to package both its quantitative and active strategies into the funds, according to a person familiar with the matter.

Above all others, millennials are likely to include the funds in their portfolios, Schwab says.

To encourage a budding relationship with younger clients, firms must provide new offerings and more guidance about how to invest, Schwab says.

Despite having “exaggerated” merits, most strategic-beta ETPs outperformed their replicating portfolios, according to Morningstar.