Navigating the Ins and Outs of the Quality Factor

Building quality into a portfolio requires understanding its meaning. Which quality strategy best fits investor objectives?

By the Numbers: Calculating the Value of Tax Management

How can clients put after-tax performance in perspective? Discover how customized after-tax benchmarks and tax alpha work together to isolate the value of active tax management.

Four Easy Steps to Building a Responsible Investing Portfolio

Want to know how to create a portfolio on principle? Learn how investors can begin their responsible investing journey.

What Is Tax Management?

Maximizing investors’ long-term wealth takes thoughtful tax management. Learn what that involves—and how direct indexing can be a powerful part of every advisor’s tool kit.

Finding Balance in Diversified Index Portfolios

How can index investors build accessible, diversified portfolios that achieve their goals?

China’s Regulatory Crackdown: A Cautionary Tale for Investors

How will recent regulatory shifts in China affect investment strategy? A diversified approach is the key to spread out exposure.

School’s Always in Session: Brush Up on Your Financial Literacy

To celebrate Financial Literacy Month, our strategists share the frequently misunderstood terms all investors need to know.

The Common-Sense Case for Real Action on Diversity and Inclusion

Linking gender diversity to financial performance only muddles a vital conversation. Here’s what really matters when it comes to building a more inclusive world.

What Does the Future Hold for Chinese Securities?

How will the new presidential administration change US trade policy toward China? From what we’ve seen thus far, we don’t expect anything drastic.

Tracking Error: Why Deviation from a Benchmark Shouldn’t Dissuade Passive Investors from ESG

What’s behind the idea that socially responsible investing hurts performance? We clear up the confusion around tracking error.

Stop Waiting, Start Customizing: How Passive Investors Can Make Their Own Rules

The recent exclusion of a high-profile company from a major equity index took many investors by surprise. But who says an index provider has to be in charge?

For Responsible Investors, Sunlight Is the Best Anti-Greenwashing Agent

How do you know when a company is honestly green? We provide some pointers.

What’s the Difference Between Positive and Negative ESG Screens?

Positive screens include good companies, and negative ones exclude bad companies, right? Discover why they’re really just two sides of the same coin.