Strategic Beta

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Strategic Beta
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Are your clients’ portfolios prepared for the sector rotation from growth to value? Use this client-approved chart to facilitate conversations about the potential benefits of Fundamental Index® strategies.
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After more than a decade of substantial outperformance by U.S. growth stocks, U.S. value stocks have recently been recapturing the performance spotlight. Is your portfolio prepared for a potential fundamental value shift?
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China’s GDP outperformed the developed world in 2019 and 2020, a trend that may continue in 2021. We think this would bode well for emerging markets, and this chart can help facilitate conversations with clients about overseas investment opportunities.

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Investment Insights

In this client-approved paper, we discuss why we believe a prudent investment strategy should include a combination of both market-cap and fundamentally weighted indices.
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Are your clients’ portfolios prepared for the sector rotation from growth to value? Use this client-approved chart to facilitate conversations about the potential benefits of Fundamental Index® strategies.
Investment Insights

An explanation of key distinctions between the Dimensional Fund Advisors strategy and the approach employed by the Schwab Fundamental Index products.
Chart in a Minute

After more than a decade of substantial outperformance by U.S. growth stocks, U.S. value stocks have recently been recapturing the performance spotlight. Is your portfolio prepared for a potential fundamental value shift?
Chart in a Minute

China’s GDP outperformed the developed world in 2019 and 2020, a trend that may continue in 2021. We think this would bode well for emerging markets, and this chart can help facilitate conversations with clients about overseas investment opportunities.
Investment Insights

Fortune explains the difference between cap-weighted and fundamental index strategies.
Investment Insights

One potential opportunity is Fundamental Index® strategies, which may help reduce the negative effects of behavioral finance biases that can crop up during a market crisis like COVID-19.

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