Turkey/Lira Aug 2018 Crisis Update

Optimal Asset Management has been managing a smart beta Emerging Market Small Cap strategy for nearly five years (the strategy went live in October, 2013). In light of the recent turmoil currently…


When does Tax-Loss Harvesting with Direct Indexing Work?

Investing directly in the stocks underlying an index through separately-managed accounts opens up numerous benefits unavailable through pooled vehicles such as ETFs or mutual funds.  Of these,…


Direct Indexing: Not just for Institutions Anymore

Direct Indexing is gaining traction as an attractive equity investment alternative to many different types of investors, beyond the traditional large institutional class. Direct Indexing is simple,…


Worried about market volatility? Watch this TV show from 1987

If you're watching CNBC, Bloomberg TV, reading Barrons or the Wall Street Journal or even just cruising Google or listening to the pundits anywhere else this past volatile week, you'll know that this…


Optimal at the 6th Annual ETF Conference

The growth of factor investing in the institutional investor space continues. Optimal Asset Management recently returned from a great trip to Toronto and Montreal. Our CEO, Vijay Vaidyanathan, spoke…


Investment Waves

The Great Wave of Kanagawa is Hokusai’s most famous work, one of the Thirty Six Views of Mount Fuji. It depicts an enormous wave threatening boats off the coast of the prefecture of Kanagawa. The…