Investment Insights
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Investment Insights
There are critical differences in practices and policies across exchange-traded fund providers. These nine questions can help you determine whether and how the ETF provider seeks to provide successful outcomes for clients.
Investment Insights
Due to rampant proliferation—especially in newer multi-factor ETFs—strategic beta requires new dimensions of evaluation to tackle the increased challenges in portfolio implementation.
Investment Insights
Why so much noise about the China A Share class? Compare China A shares against other ways to access the Chinese Securities Market.
Investment Insights
Municipal money market fund yields may at times experience increased volatility.
Investment Insights
ETFs can give an investor more control over the timing of their tax liabilities. It's one of the contributing factors to the growth of ETFs, particularly among advisors seeking to optimize their investors' long-term returns.
Investment Insights
If the first bout of market volatility in 2018 was a test of ETFs as an efficient investment vehicle and capital markets tool, we believe they passed this test.
Investment Insights
Perspective on the benefits of combining fundamental and market-cap indexing, and why Schwab believes now is a good time for fundamental indexing.
Investment Insights
D.J. Tierney, Managing Director, Client Portfolio Strategist, discusses trends in the ETF market, how to navigate the growing ETF landscape, and provides three key factors for evaluating strategic beta ETFs.