Rob Arnott is no shrinking violet. That's a good thing. The editor of the Financial Analysts Journal and creator of the "fundamental index" concept has just come under fire from two of the biggest ...
SEATTLE & NEWPORT BEACH, Calif.--(BUSINESS WIRE)-- Russell Investments and Research Affiliates announced today the launch of a new index series based upon Research Affiliates’ unique Fundamental Index ...
In recent years, investment companies have introduced a wave of fundamental index funds. Proponents claimed that fundamental ETFs and mutual funds would outdo the S&P 500 and other traditional ...
Early in 2000, Rob Arnott found himself discussing the state of the equity market with George Keane, the venerable founding CEO of the Common Fund Group. Keane, who had spent more than three decades ...
Investing in broad-based emerging markets has been challenging, but the Schwab Fundamental Emerging Markets Equity ETF offers a better approach with its fundamental indexing method. FNDE's strategy, ...
“This new addition to Schwab’s index mutual fund family marries the diversification and dividend potential of global real estate with the intelligence of the Fundamental Index methodology, which we ...
If, for example, advocates of Fundamental Indexing are simply saying that they have found a way to beat market-capitalization-weighted indexes — and that they can elucidate this method in a clear ...
Fundamental indexing has become the latest style of investing with ETFs, and many who prefer this type of weighting feel that the traditionalists are flawed. Fundamental indexers believe that the ...
NEW YORK, Jan 23 (Reuters) - Charles Schwab Investment Management said on Wednesday it plans to launch two mutual funds at the end of the month based on the the FTSE RAFI Fundamental index Series. The ...
In our back-testing, interestingly, since we launched these strategies in 2005, we again see about 1.5% sort of being the central tendency of a fundamental index despite actually owning a lot of ...
To investigate the fundamental indexing methodology, I apply it to global government bond markets and examine its exposure to several newly introduced risk factors. I find that the fundamental ...