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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.

3 Dos and Don’ts for Advisors in Winning Wealthy Clients

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Wealthy Millennial Investment Behaviors

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Revenue Weighted Strategy ETFs |  June 20, 2017

Common Misconceptions About New ETFs

Answers to common questions about new ETF track records, expenses and trading volumes.

Revenue Weighted Strategy ETFs |  June 08, 2017

Revenue Uncovers Value in a Rich Stock Market

Revenue weighting offers diversified market exposure with a value orientation.

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 30, 2016

An ETF Focused on ESG Investing with U.S. Stocks

An opportunity to invest in companies that are mindful of their societal impact.

Revenue Weighted Strategy ETFs |  November 30, 2016

Investing in Global Stocks with Strong ESG Practices

Investors can bring their personal values to global investing.

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.

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