Tool How-To-Guides

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Visual Active Share: A Tool to Help Investors Make Better Decisions

By |2017-08-18T16:52:56-04:00April 6th, 2017|Research Insights, Factor Investing, Tool How-To-Guides, Tool Updates, Investor Education, Value Investing Research, Momentum Investing Research|

We've talked extensively about the concepts of active share and active fee, which aren't flawless metrics, but they have elevated the discussion around identifying and understand the closet indexing phenomenon. To be clear, closet indexing [...]

Our Free Tools Are Updated: Do-It-Yourself Investors Unite

By |2017-08-18T16:59:38-04:00July 13th, 2015|Tool How-To-Guides|

Readers: We've updated the technology behind our free tools for financial professionals. Unfortunately, this took a long time, but now that we've developed the framework, we'll be able to launch new and better tools in the [...]

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