Jul 25, 2018
Factor-based investing approaches may have some advantages for advisors, like diversifying client portfolios without adding a lot of costs, providing low correlation, and assisting with risk adjustments. But how should advisors think about factor-based investment approaches, and are they all created equal?
We’re...
Jul 11, 2018
Many mutual funds provide investors the potential for added return by loaning the underlying stocks, bonds and other securities in the fund. The added revenue from these activities can make a difference in a fund’s return, but the concept of securities lending is often misunderstood. Chris Kunkle, Head of Securities...