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White Papers

Generating Passive Alpha in the Core of a Portfolio

In February 2017, the WisdomTree Earnings Index family reached a 10-year anniversary. In this paper, we will examine the philosophical and fundamental underpinnings for the creation of the WisdomTree fundamentally weighted Indexes, showcase the impressive performance track record generated, indicate the factors we believe drove this performance, and conclude with how we think these strategies fit into the U.S. equity market context today.

Author(s): Luciano Siracusano, Chief Investment Strategist; Jeremy Schwartz, CFA®, Director of Research; & Christopher Gannatti, CFA®, Associate Director of Research

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All white papers posted were created by the listed authors who are solely responsible for the research, finding and all materials contained therein. Pensions & Investments has not verified or edited the materials (other than for length and style) and does not necessarily agree or disagree with the analysis and positions expressed by the authors. Reference to any company, product or service does not imply recommendation or sponsorship by Pensions & Investments.

For more information on submitting a white paper, please contact Richard Scanlon at rscanlon@pionline.com or 212-210-0157.