Optimal Asset Management CEO was featured in a recent Yahoo! News article on passive investing strategies. Speaking on the growth of actively managed ETFs, the article quotes, In some cases,…
Optimal’s March 2019 rebalance of our client’s custom portfolios To ‘lift the curtain’ a bit on how we manage our clients’ portfolios, today (March 6) we implemented our quarterly…
Investors dislike volatility, but what they really despise are drawdowns. Drawdowns are a measure of pain - it’s money they feel they had at one point, but is now gone.…
In Q3, we saw a continued strong run by US equity indices relative to their active and factor-based counterparts. This comparatively strong index performance has been a outlier relative to…
Q&A with Vijay Vaidyanathan, PhD, CEO at Optimal Asset Management Q: What are the most important considerations when selecting an ETF? Should fees be considered? A: For most investors,…
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…
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, perhaps the most…
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…
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...
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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