Which Beta is Smart?

Hamlin Lovell, CFA

As new “smart beta” strategies become more popular, how can investors choose among hedge fund beta, alternative beta, liquid alternative beta, exotic beta, smart beta, scientific beta, and the many others that are increasingly available? “Hedge fund beta” is one … Read more

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Is AI the New RIA?

Robert Stammers, CFA

Due to the proliferation of new computer-assisted advisory platforms, it’s natural to ask what investment advisers of the future will look like and whether they’ll be humans or robots. A fast-growing segment of the investment advisory market focuses on providing … Read more

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