The Blog

Value and Momentum: January 2015

One strategy we use to enhance Basic Strategy is to tilt client portfolios toward asset classes that are more attractive based on value and momentum measures. Let’s look at what […]

Investment Options: Emerging Market Stocks

Driven by growth in countries like China and Brazil over the last few decades, Emerging Market (EM) stocks have grown from representing less than 1% to now over 10% of […]

Value and Momentum: October 2014

One strategy we use to enhance Basic Strategy is to tilt client portfolios toward asset classes that are more attractive based on value and momentum measures. Let’s look at what […]

What is Smart Beta?

When investors talk about indexing, that has traditionally meant something that looks like the S&P 500 index. In recent years, indexing has grown far beyond its traditional roots and it […]

Value and Momentum: July 2014

One strategy we use to enhance Basic Strategy is to tilt client portfolios toward asset classes that are more attractive based on value and momentum measures. Let’s look at what […]