Blogs

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

Active Tax Management

FIFO Update #1

The Impact of FIFO on a Tax-Managed Indexing Strategy

November 20, 2017

The tax reform bill under consideration in the US Senate includes a first-in, first-out (FIFO) rule for the sale of public equity. If adopted, the provision will require an investor who is... Read More

Factor Tilts

Sleeping Dragons: Hedge Fund Anti-Quality Exposures Persist but Lie Low

September 28, 2017

Nine years into a bull market and with volatility at a historical low, now is a good time to ensure you’re on top of the risks in your hedge funds and active equity. In Sleeping Dragons, we take a... Read More

SRI/ESG

Should ESG be Embedded as a Risk Factor?

July 11, 2017

In the spring, the Chicago Booth School of Business Rustandy Center for Social Sector Innovation hosted a dialogue on risk profiles of socially responsible investments in public equities. As a... Read More

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