What are Smart Beta Funds? Smart beta investing is an investment strategy that seeks to capture market returns while also outperforming traditional market capitalization-weighted index funds. It achieves this by using alternative weighting methods that differ from the...
SPIVA (Standard & Poors Index vs Active) research is a very extensive study looking at the performance of active fund managers against their relative index benchmarks worldwide. Across many markets the results are similar to the US summary below. Around 80% of...
The cost of trying to time the markets The impact of missing just a few of the market’s best days can be profound, as this look at a hypothetical investment in the stocks that make up the S&P 500 Index shows. Staying invested and focused on the long term helps to...
