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Insights on Affluent Millennials

We provide an interactive look at what UNHW Millennials value most, and compare their ideal investment portfolio to their family’s current allocation.

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Revenue Weighted Strategy ETFs |  March 09, 2017

Quarterly Rebalancing May Deliver Improved Dividend Yields

Systematic quarterly rebalancing may help revenue-weighted portfolios seek potentially high yields.

Revenue Weighted Strategy ETFs |  March 03, 2017

OppenheimerFunds' ETF Named Smart Beta ETF of the Year

The ETF received top honors due to its innovative approach and strong execution.

Revenue Weighted Strategy ETFs |  December 09, 2016

What’s the "Smartest" Smart Beta?

Why revenue weighting may be the “smartest” of the smart beta strategies.

Revenue Weighted Strategy ETFs |  December 07, 2016

Revenue Weighting: A Solution to High Price-to-Sales?

This approach may provide more exposure to the factors that have historically driven returns.

Revenue Weighted Strategy ETFs |  November 02, 2016

Introduction to a Smart Beta Strategy: Revenue Weighting

Smart Beta strategies such as revenue weighting may deliver better outcomes than a traditional approach.

Revenue Weighted Strategy ETFs |  November 02, 2016

Revenue Weighting: The Optimal Way to Pursue Returns?

Why we believe revenue weighting is a better approach than market-cap-weighted portfolios.

Revenue Weighted Strategy ETFs |  November 02, 2016

The Making of an ETF Family

Vince Lowry on how his days as a police detective gave him insights on managing money.

Revenue Weighted Strategy ETFs

The Smarter Way to Weight the Index

Why we believe revenue-weighted ETFs hold great promise for investors.

Revenue Weighted Strategy ETFs |  October 12, 2016

Attractive Dividend Yields at Reasonable Valuations

Amid the quest for yield, one strategy may offer it—at an attractive price.

Revenue Weighted Strategy ETFs |  October 10, 2016

The Answer to High S&P 500 Valuations? Revenue Weighting

Revenue-weighting strategies may offer lower risk for investors interested in broad market exposure.

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