BOSTON — Fundamental indexing — touted as a “better mousetrap” alternative to capital-weighted market indexes — won’t necessarily catch more mice, according to Harvard professor Andre Perold. In a ...

As demand for smart beta products continues to surge, Anthony Davidow, vice president for alternative beta and asset allocation strategist at the Schwab Center for Financial Research, believes ...

Market-cap weighting reflects all market participants’ views, allowing passive investors a free ride on the collective wisdom of all active investors. But there is a risk that it could also lead a ...

First there was Rob Arnott and his firm, Research Affiliates, who now manage ETFs with a fundamental indexation strategy for PowerShares and Claymore. Then WisdomTree entered the market with their ...

traditional market-cap-weighted measures. With all the new ETFs and index funds being launched these days, are people going to pay attention to yet another way to slice and dice the market? Supporters ...

Old indexing hands, such as former Vanguard chairman John Bogle and Princeton finance professor Buron Malkiel, thought fundamental indexes would be unlikely to consistently outperform cap-weighted ...

A few years ago, I met a former colleague for lunch. He had just come from a conference where he heard Research Affiliates' Rob Arnott describe his new "fundamental index" philosophy, and he was quite ...

Rob Arnott of Research Affiliates believes that market capitalization is inherently flawed as it leads to mis-allocation of capital and imbalances like what was witnessed during the 1999 internet ...

New ETFs use same approach as Schwab's Fundamental Index mutual funds, complement cap-weighted ETF offering SAN FRANCISCO--(BUSINESS WIRE)-- Charles Schwab Investment Management (CSIM), an ...

A recent study by Rob Arnott says it paid to use fundamental indexing in the decade of The Aughts. Rather than losing money, you would have earned a small return. Sure, Arnott, a pioneer in ...