Incorporating ETFs into your portfolio
How do advisors use ETFs? We take a look at the most common strategies and offer some asset allocation insight.
Viewpoints about portfolio construction
Filter posts by our authors, asset managers and topics.
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Understanding strategic beta
While the category may feel relatively new, the concepts driving this most contemporary of investment approaches have roots that are decades old.Read more -
Why blending active and passive strategies is right for investors
Active/passive isn't an either/or. Learn how investors can benefit by combining both approaches in the same portfolio.Read more -
What’s driving fiduciaries to multimanager target-date funds?
Based on a recent survey of nearly 500 retirement plan fiduciaries, the majority now prefers open-architecture, or multimanager, target-date funds. Find out why.Read more -
How to defuse one volatile market with another
Adam C. Rudd, CFA of Standard Life Investments explains his recent volatility pairing of a concentrated market versus a more diversified counterpart.Read more -
What is a target-date fund glide path, and how does it work?
Perhaps the most important distinguishing feature of any target-date fund is its glide path—the asset allocation adjustments that the fund makes to balance growth potential with risk management as an investor ages.Read more -
A deeper look at ETF liquidity
How liquid is your ETF? We take a look at the layers of ETF liquidity and discuss the advantages of broker-assisted trades.Read more -
What makes smart beta smart?
Smart beta strategies are growing in number and popularity. We look at what's different about them, their origins, and some examples of smart beta in practice.Read more -
Active, passive, and smart beta: where investors may be missing the mark
Are you getting the most you can from active, passive, and smart beta strategies? We take a closer look at where investors may be misallocating assets.Read more -
Tax reform: understanding the big changes in the new law
December's tax reform represents the most sweeping overhaul of the U.S. tax code in 30 years. Learn more about the biggest changes—and how they may affect you.Read more