As an investment platform we serve thousands of different investors with myriad different strategies. We have clients that take a global approach to portfolio construction, those that prefer to base …
The start of the tax year is a good time to take stock of your investments, reevaluate your financial goals and make any changes necessary to hit the ground running. …
While most of the money invested in Exchange-Traded Funds (“ETFs”) are in funds tracking common benchmarks such as the FTSE 100 or S&P 500 stock market indices, a growing number …
According to data published by S&P Dow Jones, over the last 10 years, the vast majority of large-cap, mid-cap, and small-cap investment fund managers have underperformed their respective benchmarks.[1] To …
The use of ETFs has grown rapidly over the last few years. In September of this year, the industry reached the milestone of 3,000 ETFs trading simultaneously, up 30% from …
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