By |Published On: June 23rd, 2016|Categories: Robo Advisor, Tool Updates|

We’re working on some internal tools to help investors make more informed decisions.

The primary challenge that investors face is understanding what they are actually buying versus what they are being sold.

Active share and high level portfolio statistics (e.g., holdings or 3×3 valuation/size charts) are marginally useful.
2016-06-23 13_22_14-2016-WB-2504 Alpha Architect Can you spot the closet indexer
But what is really useful is a holdings-level characteristics-focused visualization tool that a marketing department cannot hide behind. Our tool will help you quickly and intelligently ascertain what you are buying versus what you are being sold.

Next week I’ll walk through the concept via an Interactive Brokers webinar.

If you’d like to check out, the details are below. Look forward to seeing you on the webinar and answering any questions you might have regarding the tool.

So How Do I Sign Up for the Webinar?

Date and Time: Monday, June 27, 2016 12:00 pm, Eastern Daylight Time (New York)

Additional Information:
Global call-in numbers:

Toll-free dialing restrictions:

Access code: 717 218 697

Event Number: 717 218 697

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About the Author: Wesley Gray, PhD

Wesley Gray, PhD
After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in Palmas Del Mar Puerto Rico with his wife and three children. He recently finished the Leadville 100 ultramarathon race and promises to make better life decisions in the future.

Important Disclosures

For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Third party information may become outdated or otherwise superseded without notice.  Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency has approved, determined the accuracy, or confirmed the adequacy of this article.

The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Alpha Architect, its affiliates or its employees. Our full disclosures are available here. Definitions of common statistics used in our analysis are available here (towards the bottom).

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