The performance variability of U.S. equity factor-driven funds can be a roller-coaster ride for investors.
If you choose to use active management, the best way to increase odds of success is to select low-cost managers.
The real elephant in the smart beta room is cost. Many smart beta products are more expensive than some traditional active funds.
Fran Kinniry take a look at the performance data of diversified, balanced portfolio versus the average endowment portfolio.
Tax reform might hit hedge fund investors hard. Chris Tidmore shows how wide the gap between gross and net returns could be for investors.
Since 1996, the number of U.S. public companies has been cut in half. But all it takes is two pictures to see why Jim Rowley isn’t worried.
Factor-based strategies are often different, even when focused on the same factor. Here are four key questions to ask when evaluating factor products.