News and Research

Research
KNOW Characteristics: Finding the Right FactorsSeptember 28, 2016

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In this paper we will explore the evolution of smart beta investing through the advent of academic factor investing and examine how the characteristics sought by the SBRQAM Index can potentially overweight and/or rotate through the most common factors contributing to competitive performance. The Sabrient Multi-cap Inside/Analyst Quant-Weighted Index (SBRQAM), is an index that investors

Research
Enhancing the Core: What Do Insiders Know?January 21, 2016

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“What we need is a no-load, minimum management-fee mutual fund that simply buys the hundreds of stocks making up the broad stock-market averages and does no trading from security to security in an attempt to catch the winners. Whenever below-average performance on the part of any mutual fund is noticed, fund spokesmen are quick to

Research
Create Better ‘Barbells’ With Bond ETFsJune 16, 2015

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Many investors expect the return streams from bond ETFs to behave like the direct purchase of a bond, essentially providing current income with the likely return of principle at a future date.  Although the expansion of ETFs has provided investors access to bonds, and at a reasonable cost, the performance behavior of these ETFs are

Research
ETFs, Hedge Funds and DemocracyMay 01, 2015

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This month ETFGI, a wholly independent research and consultancy firm founded Deborah Fuhr, has made headlines with their data showing that global ETP assets will soon surpass the assets held in hedge funds. It is important to note that this inflection point coincides with record assets under management for WisdomTree Investments, Inc. (WETF). Today, close

Research
Taming Volatility: Downside Protection IndexesMarch 16, 2015

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The stock market, as represented by the S&P 500 Index (“S&P 500”), has just experienced a historic 6-year bull market. But, many investors did not participate in much of this appreciation. The Great Recession of 2008 caused many investors to significantly reduce their market exposure, and many advisors were unable to find thoughtful solutions for