Investment Insights
Read the latest research, perspectives and analysis from our investment professionals.
Investment Insights content
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.
Behavioral finance
After an unprecedented period of market turbulence and societal turmoil, this year’s behavioral finance survey gives us a unique backdrop in which to consider the effects of behavioral finance on advisors and their clients.
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
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.
Investment Insights
An explanation of key distinctions between the Dimensional Fund Advisors strategy and the approach employed by the Schwab Fundamental Index products.
Investment Insights
Learn why it's critical to have a more complete perspective of the risks inherent in municipal money market funds.
Investment Insights
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.”
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.