Download PDF Introduction Passive management as it is known nowadays was born in the 60’s and the 70’s. By that time, it was already clear that actively managed funds tended to underperform market indexes. For this reason, Nobel Laurate Paul Samuelson urged the investment management industry to develop a “portfolio Read more…
In this article, we will provide an overview on momentum investing, explaining what the strategy is and how it works. We will provide historical values that shows that strategy generated positive returns in the past but also negative returns if the most recent period is observed. What is it? In Read more…
There’s Nothing Smart about Smart Beta Smart Beta is anything but new: strategies developed in the 70s with the aim of outperforming the market through relatively simple quantitative analysis. It is the middle ground between passive and active investment. Due to the fact that when it comes to stock picking Read more…