Investment Insights

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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.
Investment Insights

The sharp evolutionary growth of passive investment strategies has accelerated since 2000, while drawing criticism from some market pundits. This paper tackles six of these criticisms, offering a perspective on what such pundits may be missing.
Investment Insights

Consider harnessing the potential benefits that ETFs can add to your clients’ portfolios while helping them stay invested and focused on their long-term goals.

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An explanation of Form - and the events that would lead to its filing.
Investment Insights

Fortune explains the difference between cap-weighted and fundamental index strategies.
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An explanation of key distinctions between the Dimensional Fund Advisors strategy and the approach employed by the Schwab Fundamental Index products.
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Learn why it's critical to have a more complete perspective of the risks inherent in municipal money market funds.
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Do actively managed bond strategies offer better risk protection than passively managed bond strategies in market downturns? Data from COVID-19 and the 2008 financial crisis say, “No.”
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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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Strategic beta ETFs have created a complex landscape for you to navigate. Using an illustrative tool can help you select the right strategic beta ETFs to integrate into your clients' portfolios.
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Plan sponsors and their advisors should re-examine risk exposures in TDFs after a decade of rising equity markets has concealed their potential downside risk in less favorable markets.
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Today's environment is provoking some confusion about fixed income. Use this paper as a primer for talking with clients about fixed income opportunities.

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