Strategic Beta

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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.
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

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.
ETF Essentials

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