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To Challenge the Index Is to Challenge Common Wisdom

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2017 Outlook – How to Invest this Year

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French Election Results Positive for EU, Global Markets

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4 Key Ingredients for Successful Style Investing

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Customize Your Compelling Wealth Conversations

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Compelling Wealth Management Conversations

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Should I Wait for the Market Correction?

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Partnering with Advisors to Better Serve Clients

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Professional Development

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

A guide for advisors in nurturing relationships with the families of their wealthiest clients.

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Wealthy Millennial Investment Behaviors

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4 Tips for Advisors in Engaging Millennials

How advisors can build strong, lasting relationships with ultra-high-net-worth Millennials.

Latest Insights

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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 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.

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.

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