Blogs

SRI/ESG

Will Investing in Gender Diversity Make You Rich?

September 5, 2019

If you think that fairness and access to the broadest, deepest pool of talent are good reasons for a firm to promote diversity, you may feel better after aligning your money with your personal... Read More

SRI/ESG

"Is There ESG Alpha?"

A Marketing Question in Research Clothing

May 30, 2019

Financial practitioners have lots of incentives to believe that environmental, social, and governance (ESG) investing delivers alpha. For example, ESG is among a limited number of growth areas in... Read More

Active Tax Management

Rising Star Alpha: Loss Harvesting in a Small-Cap Index

April 18, 2019

The small, volatile stocks that compose the Russell 2000 Index may make that benchmark a promising source of tax alpha, but turnover in small-cap indexes tends to be high. Does the turnover in the... Read More

Observations

Betting on AI

February 6, 2018

New ground was broken last year when EquBot LLC and ETF Managers Group launched the AI Powered Equity ETF (AIEQ), the first exchange-traded fund powered by artificial intelligence. This fits... Read More

Active Tax Management

FIFO Update #2

The Impact of FIFO on a Tax-Managed Indexing Strategy with Deposits

December 14, 2017

We’ve received a lot of great questions in response to our November 21 Client Research Call on how the FIFO (first-in, first-out) provision in the US Senate version of the Tax Cuts and Jobs Bill... Read More

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