FIAX aims to outperform the Bloomberg US Aggregate Bond Index by holding U.S. treasuries and using options strategies to enhance returns. The ETF's strategy involves equity risk factors, with capped ...

I have recently argued in favor of small-cap stocks, believing that their performance vs. large cap growth will eventually revert to the mean. Today, I propose an alpha overlay strategy to express the ...

Northwater Capital Management has developed a platform that enables institutional clients to enhance returns on an indexed portion of their portfolios by linking the underlying investment to returns ...

Based on QMA’s 2020 2Q Capital Market Assumptions, expected returns on traditional public market investments are likely to be considerably lower over the next 10 years than in the last decade, ...