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  1. Evotec and MaRS Innovation Establish Academic Bridge 'LAB150' in Toronto

    Evotec and MaRS Innovation Establish Academic Bridge 'LAB150' in Toronto

  2. The Style Roulette and RAFI ® Strategy

    ©2010 Research Affiliates, LLC. The material contained in this document is for general information purposes only. It relates only to a hypothetical model of past performance of the Fundamental Index® strategy itself, and not to any asset management products based on this index. No allowance has been made for trading costs or management fees which would reduce investment performance. Actual results may differ. This material is not intended as an offer or a solicitation for the purchase and/or sale of any security or financial instrument, nor is it advice or a recommendation to enter into any transaction. This material is based on information that is considered to be reliable, but Research Affiliates® and its related entities (collectively “RA”) make this information available on an “as is” basis and make no warranties, express or implied regarding the accuracy of the information contained herein, for any particular purpose. RA is not responsible for any errors or omissions or for results obtained from the use of this information. Nothing contained in this material is intended to constitute legal, tax, securities, financial or investment advice, nor an opinion regarding the appropriateness of any investment. The general information contained in this material should not be acted upon without obtaining specific legal, tax or investment advice from a licensed professional. Indexes are not managed investment products, and, as such cannot be invested in directly. Returns represent back-tested performance based on rules used in the creation of the index, are not a guarantee of future performance and are not indicative of any specific investment. Research Affiliates, LLC, is an investment adviser registered under the Investment Advisors Act of 1940 with the U.S. Securities and Exchange Commission (SEC). Russell Investment Group is the source and owner of the Russell Index data contained or reflected in this material and all trademarks and copyrights related thereto. The presentation may contain confidential information and unauthorized use, disclosure, copying, dissemination, or redistribution is strictly prohibited. This is a presentation of RA. Russell Investment Group is not responsible for the formatting or configuration of this material or for any inaccuracy in RA’s presentation thereof. The trade names Fundamental Index®, RAFI ®, the RAFI logo, and the Research Affiliates corporate name and logo are registered trademarks and are the exclusive intellectual property of RA. Any use of these trade names and logos without the prior written permission of RA is expressly prohibited. RA reserves the right to take any and all necessary action to preserve all of its rights, title and interest in and to these terms and logos. Fundamental Index®, the non-capitalization method for creating and weighting of an index of securities, is patented and patent-pending proprietary intellectual property of Research Affiliates, LLC (US Patent No. 7,620,577; Patent Pending Publ. Nos. US-2005-0171884-A1, US-2006-0149645-A1, US-2007-0055598-A1, US-2008-0288416-A1, WO 2005/076812, WO 2007/078399 A2, WO 2008/118372, EPN 1733352, and HK1099110).

  3. The Fundamentals of Fundamental Indexing

    Should investors consider fundamentally weighted strategies?

  4. Contrarian Rebalancing Gives This Earnings-Focused ETF an Edge

    WisdomTree MidCap Earnings' rebalancing approach should keep its valuation in check.

  5. Three Shades of Value

    The different methodologies used by value funds can affect their style tilt and performance.

  6. This Dynamic Small-Cap ETF Should Find an Edge

    Bronze-rated Schwab Fundamental U.S. Small Company ETF attempts to profit from mean-reversion in valuations among small-cap stocks. 

  7. Gain International Value Stock Exposure With This Fundamentally Weighted ETF

    This international fund bets on valuation mean reversions by severing the link between a stock's price and its portfolio weight.

  8. The Number of Strategic-Beta ETPs Continues to Mushroom

    New funds are coming to market at a record pace, complexity is on the rise, and fees are under pressure.

  9. The Number of Strategic-Beta ETPs Continues to Mushroom

    New funds are coming to market at a record pace, complexity is on the rise, and fees are under pressure.


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