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Even with $360 billion invested in smart beta, industry heavyweights say that more education is needed to make public aware of the strategies.
Now that 5-year performance data is available, advisors can compare performance for the ETFs.
Many studies have shown that it's difficult for active managers to consistently outperform their benchmark indexes. Recent data from Morningstar on fund flows seems to show that investors are beginning to get that message.
The strategy once known as SRI has rebranded and expanded. Here’s what you should know now about the universe of values-based strategies.
In the past, most dividend payments have continued, and many increased, even when stock prices have fallen.
Investing in mature companies entails much less risk than betting on startups -- and can be rewarding to those who are more patient.
In most bond indexes, the biggest debtors (either corporations or countries) have the largest weightings. But to some investors, that sounds a bit foolish.
Covered call writing is often seen as an alternative income strategy, but it also can enable advisors to reduce risk in a concentrated portfolio while preventing clients from getting clobbered by taxes when selling.
These pass-through vehicles often yield around 5% or 6%, though they can present tax-reporting headaches and are far from risk free.
While actual hedge funds may be limited to the very wealthy, advisors are using their strategies to reduce risk in the portfolios of everyday clients.
For advisors, the choices among alternative beta portfolios are numerous. Which ones make the most sense for clients?
Positive actions like increases and initiations hit a 35-year high for the first half, but payouts are still below the historical average.
Proposed EPA carbon rules could reduce the longstanding attractiveness of power companies as dividend investments.
Saving a few basis points on expenses is nice, but the critical issue is finding an ETF that does what you want it to do.
What’s Really Behind the Proprietary Criteria for Indexes?
Exchange-traded funds offer advisors a way to be aggressive when they spot an opportunity in the market.
With money market funds yielding just 0.01%, even 1% inflation can erode a nest egg. Here's how planners can work with fearful clients who want to keep most, if not all, assets in cash.
At Delaware Dividend Income Fund, lead manager Bob Zenouzi invests with an eye toward valuation and dividend increases.
Investors looking to acquire dividend-oriented equity funds must navigate a number of portfolio options -- and a related set of challenges.
The insurance needs of ultrawealthy clients differ from those of the average client and the insurance industry has developed special products to meet those needs.