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Smart Beta
A Historical Analysis of Rising Rates and Factor Strategies

Pro-cyclical factors, like Value and Size, tend to outperform when rates are rising.

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By
David Mazza
| December 19, 2017
Smart Beta
December ETF Flow Update

The Value factor has dominated smart beta flows this year, despite lagging performance.

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By
David Mazza
| December 14, 2017
Smart Beta
Q&A: David Mazza Talks Smart Beta on Bloomberg Radio

David Mazza discusses the firm’s approach to creating smart beta portfolios.

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By
David Mazza
| December 12, 2017
Factors
Multi-Factor Portfolios: Building the Perfect Pizza

Like deep dish or thin crust, multi-factor portfolios offer different styles to suit investors.

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By
David Mazza
| November 09, 2017
Factors
Back in the Factor Kitchen

Why factor-based portfolios are the chopped salad of the investing world.

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By
David Mazza
| November 08, 2017
Revenue Weighting
5 Reasons to Consider Revenue-Weighted ETFs

We believe revenue weighting may help investors more than a market-cap-weighted approach.

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November 06, 2017
Factors
When Evaluating Factors, Consider Seasonality

Analyzing fundamental characteristics can help investors gauge what may be in favor.

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By
David Mazza
| October 27, 2017
ESG
Can ESG Enhance Investment Returns?

Research suggests a focus on ESG factors may potentially contribute to investment returns.

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By
Sharon French
| October 19, 2017
ESG
Why is ESG Investing in Demand?

We explain the key drivers behind the rise in ESG investing and why the trend may be here to stay.

By
Sharon French
| October 19, 2017
ESG
ESG in Focus: What Is Sustainable Investing?

Sustainable investment approaches consider environmental, social and governance factors.

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By
Sharon French
| October 17, 2017
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