Have Strategic-Beta ETFs Lost Their Sizzle?
Smart beta, strategic beta, modern alpha, factors—whatever you call it, it's clear that the space has reached maturity.
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Fidelity Launches Fidelity Solo Fidfolios℠
To Help Investors Personalize Portfolios During Any Market Climate, Fidelity Launches Fidelity Solo Fidfolios℠: DIY Custom Portfolios.
Morningstar Reveals: You Can Beat The Market's Random Walk And Justify Your Fees
Clients are frustrated and can look up index returns on their own. There's now a way to win them back with compelling value and real VIP outcomes.
JPMorgan Packed Its Wealthy Clients Into Tiger Global Fund for Private Bets
Wealthy investors clamored to get into Tiger Global's ever-soaring bets on startups, JPMorgan’s ability to funnel cash to Tiger became envy of rivals.
JPMorgan Converts Enhanced Equity Fund Into ETF
JIRE seeks to outperform the MSCI Europe, Australasia, Far East (EAFE) Index over time while maintaining similar risk characteristics.
The Myth of Passive Index Funds and the Case for Evidence Based Active Management
Sanjeev Bhojraj, Ph.D and Matt Magari, MBA, believe blind adherence to passive management has the potential to be very costly for investors.
Nobody Likes Index Funds, Except Investors
The two best mutual fund inventions are also the two fund innovations that have been most heavily criticized.
