EFT Insights and Perspectives
ETF Insights & Perspectives
 

SEPTEMBER 24, 2021

 

Sponsored by Charles Schwab Asset Management

Better Together: An all-weather approach to fundamental and market cap weighting

Investors who believe that the mean reversion we have seen recently is a false start might favor an exclusive allocation to market capitalization weighting.

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How to Separate Real ESG Funds From the Not-So-Real

This is now a question for the U.S. Securities and Exchange Commission, as the regulatory watchdog wanders into a thicket of inconsistent standards.

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Startup Aims to Ease ESG Conversations With Clients

YourStake founders believe advisors are missing 80% of the client demand for ESG investing.

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Sponsored by Charles Schwab Asset Management

Chart in a Minute: Value seems set to outperform in 2021

U.S. vaccinations appear to be setting the pace for a rotation from growth to value.

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The 20 ETFs with the Worst Returns Over the Past 5 Years

Minimum $5 million in net assets, excludes leveraged and inverse ETFs.

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Sponsored by Charles Schwab Asset Management

Positioning Client Portfolios for a Potential Market Cycle Change

D.J. Tierney, Managing Director and Client Portfolio Strategist, discusses a potential market cycle change where value and international stocks may take over performance leadership from growth and domestic equities.

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