Money Management

Building a Smart Beta Core U.S. Equity Allocation in Mid- and Small Caps

Published by: WisdomTree

This paper will discuss what WisdomTree believes is one key factor to building smart beta indexes for U.S. equities: profitability. Incorporating profitability into the selection and weighting of its components is one element that sets WisdomTree apart in its earnings family of Indexes.

Lengthening the Investment Time Horizon

Published by: MFS Investment Management

Investors are increasingly making decisions based on short-term market trends due to the role of incentives, the media, financial reporting, and other decision-making biases. But there are opportunities for differentiated performance when investors hold securities for longer periods.

Dividend-Weighting Equity Markets: 2006–2016

Published by: WisdomTree

The question we posed more than a decade ago, and that many investors are asking today, is this: Despite great strengths compared to active managers, are cap-weighted indexes optimal from an investment perspective? Or can alternatively weighted indexes serve passive investors better than index funds based on traditional benchmarks?

Preqin Special Report: Investor Analyst- See How Investment Strategies Measure Up

Published by: Preqin

Gain valuable insight into the portfolio construction, alternative asset allocation evaluation and investment activities of institutional investors based on the results of a recent Preqin survey. This report also features case studies comparing different investors utilizing Preqin's industry-leading data.

Why We Favor European Equities

Published by: WisdomTree

We believe that, more than ever, fundamental strength should drive the relative performance among global equity markets going forward. Investors’ willingness to pay might be more constrained and bound by the rising uncertainty imposed by the divergence of major global monetary policies.

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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.