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…

Continue Reading Turkey/Lira Aug 2018 Crisis Update

Direct Indexing: Not just for Institutions Anymore

  • Post author:

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…

Continue Reading Direct Indexing: Not just for Institutions Anymore

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...

Continue Reading Worried about market volatility? Watch this TV show from 1987

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…

Continue Reading 2017 Year End Factor Model Report