Feature Article #1
The Case For Fundamentally Indexing Emerging Markets
If you are a student of Fundamental Indexing, you would know that a significant source of the value-add is through the reduced participation in pricing bubbles (more specifically, the reduced exposure to high P/E stocks during the subsequent bursting of said bubbles). Since Emerging Markets are more prone to pricing bubbles (as those markets are [...]
Feature Article #2
The Power Of Indexation
An article titled “The Power Of Indexation” appeared in the March 2009 edition of Advisor’s Edge (you may recognize the author). This magazine is free to financial advisors to subscribe to, and if you don’t receive a copy you can click here to initiate a free subscription.
The article discusses the various ways that advisors can [...]
Feature Article #3
30 Years of Time Magazine Covers and The Stock Market
I stumbled upon a presentation floating around on the internet which looks at the past 30 years of Time Magazine covers as they relate to the stock markets. Essentially, one theme is that once the market meltdowns make the front page it’s not a bad time to get back into the equity markets - such [...]
Feature Article #4
VIDEO: Rob Arnott on Fundamental Indexing
Rob Arnott is the founder and chairman of Research Affiliates. In this video produced by Morningstar, Arnott very eloquently explains the argument behind Fundamental Indexation
Rob established Research Affiliates® in 2002 as a research-intensive asset management firm, focused on building cutting-edge new products, and bringing them to the marketplace through affiliations wherever possible. Pro-Financial Asset Management [...]
Feature Article #5
Press Release: Pro-Financial Index Funds Fire Warning Shot to ETFs
2008 marked a potential turning point for investors in Canada as long term mutual fund assets declined while passive investment vehicle assets increased. The message that active management has a tough time keeping up to benchmarks on an after-fee basis is gaining traction. But why not get the best of all worlds?
Pro-Financial Asset Management’s Fundamental [...]
