Index fund choices are getting ever more exotic, but simple can still be best
return premium
If you fancy an alternative, choose Pepsi or listen to grungy rock music, says Lars Kroijer. When it comes to passive investing, market cap indexing remains the logical way to go.
Did you swoon for small caps? Was value in vogue? Did only dividends do it for you? We hope not…
We pop the bonnet on a couple of multi-factor ETFs that promise greater returns and diversification. What’s not to like? I’m sure we’ll find something…
Want superior diversification and market-beating performance? We check the credentials of iShares FactorSelect MSCI World ETF.
Want to invest in fancy pants smart beta funds? Now you can do so without having to abandon Vanguard…
Get up-to-speed on the pros and cons of factor investing via this engaging interview with hedge fund boss Cliff Asness…
Performance chasing works no better with Smart Beta ETFs than any other active fund strategy. Plus the rest of the week’s good reads.
Risk factors are the fantasy pin-ups of passive investing with amazing figures to match. Sadly, the reality can prove disappointing – find out why.
Do you want to add some sexy risk premiums to your passive portfolio in pursuit of outperformance? That’s a lot of alliteration – but not to difficult to pull of in practice.
The profitability factor is as strong as value, is negatively correlated with it and is strong in large caps. But how do you actually invest in it?
Why the unique characteristics of the profitability factor mean it could be worthy of a place in your portfolio.
Never mind the width, feel the quality – the profitability factor explains why great companies can offer market-beating returns.
You like the idea that low volatility can beat the market for less risk than regular equities, but how do you invest in it? Read on…
Do you want to get higher returns with less heartache? Low-volatility holds out such promise but it could be too good to be true.
Looking for a free lunch? Who wouldn’t like less risk and more reward, but is that really what low volatility offers?
Momentum is the elusive portfolio juicer that has historically had great returns but is frustratingly difficult to capture.
What is the small cap premium, how much can it improve your investing returns and does it really exist?
Capture the extra returns potential of the value premium with this comprehensive selection of UK-investible value funds.
What is the value premium? How does it work and how big is it? We explain all without droning on about Risk Factor models…