Strategic Beta

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Strategic Beta
Chart in a Minute

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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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.
Chart in a Minute

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.
ETF Essentials

Understanding the distinction between active strategies, traditional indexing, and smart beta indexing is critical to choosing the right investment strategy.
Investment Insights

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

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