Direct Indexing: Not just for Institutions Anymore

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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, cost-efficient and offers…

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Dynamic Alpha Recent Signal Switch

Monty Joshi, portfolio manager at Optimal Asset Management, takes a closer look at the benefits of factor timing to deliver low cost, data-driven alpha. Optimal Asset Management’s Dynamic Alpha strategy…

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Is the X-Factor a Combination of Factors?

Are multiple factors better than one? Discover how advisors are implementing factor combinations to mitigate single-factor tracking error, better align with historically favorable market cycles, and diversify portfolios.

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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 last round of sudden volatility is mostly being written off as a "much needed market correction" in an ongoing Bull Market...

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2017 Year End Factor Model Report

Monty's year-end wrap up of Factor Performance was released last month, and if you missed it, you can access the full report here The tl;dr version is: Factor portfolio returns dispersion…

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