Tool Updates

DIY Asset Allocation Weights: August 2019

By |2019-08-01T20:43:48-04:00August 2nd, 2019|Index Updates, Research Insights, Tool Updates|

Do-It-Yourself tactical asset allocation weights for the Robust Asset Allocation Index are posted here. (Note: free registration required) Request a free account here if you want to access the site directly. Exposure Highlights (bold implies [...]

DIY Asset Allocation Weights: July 2019

By |2019-07-01T13:30:13-04:00July 1st, 2019|Index Updates, Research Insights, Tool Updates|

Do-It-Yourself tactical asset allocation weights for the Robust Asset Allocation Index are posted here. (Note: free registration required) Request a free account here if you want to access the site directly. Exposure Highlights (bold implies [...]

DIY Asset Allocation Weights: June 2019

By |2019-06-04T08:53:17-04:00June 4th, 2019|Index Updates, Research Insights, Tool Updates|

Do-It-Yourself tactical asset allocation weights for the Robust Asset Allocation Index are posted here. (Note: free registration required) Request a free account here if you want to access the site directly. Exposure Highlights (bold implies [...]

DIY Asset Allocation Weights: May 2019

By |2019-05-01T12:55:31-04:00May 1st, 2019|Index Updates, Research Insights, Trend Following, Tool Updates|

Do-It-Yourself tactical asset allocation weights for the Robust Asset Allocation Index are posted here. (Note: free registration required) Request a free account here if you want to access the site directly. Exposure Highlights (bold implies [...]

DIY Asset Allocation Weights: February 2019

By |2019-02-04T10:00:17-04:00February 4th, 2019|Index Updates, Tool Updates|

Do-It-Yourself tactical asset allocation weights for the Robust Asset Allocation Index are posted here.[ref] Create a free account here if you want to access the site directly. The link is here. [/ref] Exposure Highlights (red implies a month [...]

DIY Asset Allocation Weights: January 2019

By |2019-01-02T14:15:29-04:00January 2nd, 2019|Index Updates, Tool Updates|

Do-It-Yourself tactical asset allocation weights for the Robust Asset Allocation Index are posted here.[ref] Create a free account here if you want to access the site directly. The link is here. [/ref] Exposure Highlights (red implies a month [...]

DIY Asset Allocation Weights: November 2018

By |2018-11-01T08:32:11-04:00November 1st, 2018|Tool Updates|

Do-It-Yourself tactical asset allocation weights for the Robust Asset Allocation Index are posted here.[ref] Create a free account here if you want to access the site directly. The link is here. [/ref] Exposure Highlights:[ref]The information contained herein is [...]

DIY Asset Allocation Weights: October 2018

By |2018-10-02T16:22:53-04:00October 2nd, 2018|Tool Updates|

Do-It-Yourself tactical asset allocation weights for the Robust Asset Allocation Index are posted here.[ref] Create a free account here if you want to access the site directly. The link is here. [/ref] Exposure Highlights:[ref]The information contained herein is [...]

DIY Asset Allocation Weights: September 2018

By |2018-09-04T13:35:43-04:00September 4th, 2018|Tool Updates|

Do-It-Yourself tactical asset allocation weights for the Robust Asset Allocation Index are posted here.[ref] Create a free account here if you want to access the site directly. The link is here. [/ref] Exposure Highlights:[ref]The information contained herein is [...]

DIY Asset Allocation Weights: August 2018

By |2018-08-01T14:54:37-04:00August 1st, 2018|Tool Updates|

Do-It-Yourself tactical asset allocation weights for the Robust Asset Allocation Index are posted here.[ref] Create a free account here if you want to access the site directly. The link is here. [/ref] Exposure Highlights:[ref]The information contained herein is [...]

DIY Asset Allocation Weights: July 2018

By |2018-07-03T13:22:00-04:00July 3rd, 2018|Tool Updates|

Do-It-Yourself tactical asset allocation weights for the Robust Asset Allocation Index are posted here.[ref] Create a free account here if you want to access the site directly. The link is here. [/ref] Exposure Highlights:[ref]The information contained herein is [...]

DIY Asset Allocation Weights: February 2018

By |2018-02-06T12:17:05-04:00February 6th, 2018|Tool Updates|

Do-It-Yourself tactical asset allocation weights for the Robust Asset Allocation Index are posted here.[ref] Create a free account here if you want to access the site directly. The link is here. [/ref] Exposure Highlights:[ref]The information contained herein is [...]

DIY Asset Allocation Weights: January 2018

By |2018-02-06T12:13:03-04:00January 9th, 2018|Tool Updates|

Do-It-Yourself tactical asset allocation weights for the Robust Asset Allocation Index are posted here.[ref] Create a free account here if you want to access the site directly. The link is here. [/ref] Exposure Highlights:[ref]The information contained herein is [...]

DIY Asset Allocation Weights: December 2017

By |2017-12-06T07:41:59-04:00December 6th, 2017|Tool Updates|

Do-It-Yourself tactical asset allocation weights for the Robust Asset Allocation Index are posted here.[ref] Create a free account here if you want to access the site directly. The link is here. [/ref] Exposure Highlights:[ref]The information contained herein is [...]

Academic Factor Exposure Versus Fund Factor Exposure

By |2019-02-06T10:18:27-04:00April 26th, 2017|Factor Investing, Tool Updates|

Tomorrow I'll be sitting with Pat O'Shaughnessy and Ben Johnson to discuss "Straight Talk About Smart Beta." Here is a link to the big Morningstar event. In preparation for our discussion we were spitballing ideas [...]

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 [...]