Enthusiasm for market cap-weighted indexing rests on market efficiency. In short, if investors believe they can’t consistently profit from the inefficient pricing of securities, they should aim to ...

In recent years, investment companies have introduced a wave of fundamental index funds. Proponents claimed that fundamental ETFs and mutual funds would outdo the S&P 500 and other traditional ...

The Schwab Fundamental International Equity ETF earns a buy rating for its fundamentals-based, value-oriented smart beta ...

SEATTLE & NEWPORT BEACH, Calif.--(BUSINESS WIRE)-- Russell Investments and Research Affiliates announced today the launch of a new index series based upon Research Affiliates’ unique Fundamental Index ...

Early in 2000, Rob Arnott found himself discussing the state of the equity market with George Keane, the venerable founding CEO of the Common Fund Group. Keane, who had spent more than three decades ...

If, for example, advocates of Fundamental Indexing are simply saying that they have found a way to beat market-capitalization-weighted indexes — and that they can elucidate this method in a clear ...

In our back-testing, interestingly, since we launched these strategies in 2005, we again see about 1.5% sort of being the central tendency of a fundamental index despite actually owning a lot of ...

Fundamental indexing has become the latest style of investing with ETFs, and many who prefer this type of weighting feel that the traditionalists are flawed. Fundamental indexers believe that the ...

The fact that the majority of actively managed funds fail to beat the market consistently is one big reason for the popularity of index investing. Now there is a new method of index investing — ...

NEW YORK, Jan 23 (Reuters) - Charles Schwab Investment Management said on Wednesday it plans to launch two mutual funds at the end of the month based on the the FTSE RAFI Fundamental index Series. The ...

Rob Arnott is no shrinking violet. That's a good thing. The editor of the Financial Analysts Journal and creator of the "fundamental index" concept has just come under fire from two of the biggest ...