With two months of the 4th quarter under our belts, we have seen a major short-term reversal in relative sector strength in the Equity markets. After lagging significantly for some time…
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FolioBeyond's first call in the Manager's Showcase Series with our marketing partner, Boutique Exchange. We discuss the state of the Fixed Income markets and the benefits …
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We asked the question last month if this is the start of a trend, so maybe it finally is. There have been a number of prominent Value investors who have officially thrown in the towel…
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FolioBeyond’s algorithm underlying the S-Network FolioBeyond Optimized Fixed Income Index (“SNFBFI”) returned -0.13% (net of a 30bp annual fee assumption) in September versus -0.45…
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Institutional investors are responsible for managing trillions of dollars in assets. This includes money invested in mutual funds, pension funds, endowments, insurance company portfolios…
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FolioBeyond’s algorithm underlying the S-Network FolioBeyond Optimized Fixed Income Index (“SNFBFI”) returned -0.04% (net of a 30bp annual fee assumption) in September…
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Is this the start of a trend? Broadly speaking, Value has been holding its own versus Growth for most of the third quarter this year. There has been no lack of Factor-based investment…
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The trend continued in the global Equity markets last month with Growth continuing to outperform Value and the largest cap Growth stocks outperforming everything …
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FolioBeyond’s algorithm underlying the S-Network FolioBeyond Optimized Fixed Income Index (“SNFBFI”) returned -0.17% (net of a 30bp annual fee assumption) in July …
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The graph below shows FolioBeyond’s forward-looking risk and return measures for various sector ETFs in a scatter plot. This overview should be helpful in…
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Can we call almost keeping pace with a benchmark a victory for the month? Given the continued strength and dominance of large-capitalization growth…
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FolioBeyond’s algorithm underlying the S-Network FolioBeyond Optimized Fixed Income Index (“SNFBFI”) returned +1.35% (net of a 30bp annual fee assumption) in July versus +1.49% for the Bloomberg Barclays U.S. Aggregate…
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For this week’s manager’s update on FWDB, Jamie Viceconte talks about Implied Volatility, what it means, how it’s measured, and how we utilize it in our models.
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FolioBeyond’s algorithm underlying the S-Network FolioBeyond Optimized Fixed Income Index ("SNFBFI") returned +0.15% (net of 30bp annual fee assumption) in June versus …
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Markets made it to the half-way mark on the calendar year last week and took a pretty volatile route to get there. What is most interesting to us is that, while …
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Our latest FWDB webinar in partnership with AdvisorShares is now available for on-demand viewing. If you have questions about volatility or how to navigate the…
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FolioBeyond’s core Fixed Income strategy, as calculated through the S-Network FolioBeyond Optimized Fixed Income Index ("SNFBFI"), returned +0.72% (net of 30bp annual…
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It’s hard to keep up with the performance of the broad-based market indices, and since the month-end performance reports which are presented here were run the performance keeps coming…
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FolioBeyond’s algorithm underlying the S-Network FolioBeyond Optimized Fixed Income Index ("SNFBFI") returned +0.84% (net of 30bp fee assumption) in April versus +1.78% for the Bloomberg…
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Just when we thought it couldn’t get any worse for the markets, it actually didn’t. April saw a significant, and well-advertised…
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