News and insights
Strategic Beta content
Understanding the distinction between active strategies, traditional indexing, and smart beta indexing is critical to choosing the right investment strategy.
Fortune explains the difference between cap-weighted and fundamental index strategies.
An explanation of key distinctions between the Dimensional Fund Advisors strategy and the approach employed by the Schwab Fundamental Index products.
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.
Perspective on the benefits of combining fundamental and market-cap indexing, and why Schwab believes now is a good time for fundamental indexing.