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…
Read MoreFolioBeyond'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 …
Read MoreWe 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…
Read MoreFolioBeyond’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…
Read MoreInstitutional investors are responsible for managing trillions of dollars in assets. This includes money invested in mutual funds, pension funds, endowments, insurance company portfolios…
Read MoreFolioBeyond’s algorithm underlying the S-Network FolioBeyond Optimized Fixed Income Index (“SNFBFI”) returned -0.04% (net of a 30bp annual fee assumption) in September…
Read MoreIs 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…
Read MoreThe trend continued in the global Equity markets last month with Growth continuing to outperform Value and the largest cap Growth stocks outperforming everything …
Read MoreFolioBeyond’s algorithm underlying the S-Network FolioBeyond Optimized Fixed Income Index (“SNFBFI”) returned -0.17% (net of a 30bp annual fee assumption) in July …
Read MoreThe 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…
Read MoreCan we call almost keeping pace with a benchmark a victory for the month? Given the continued strength and dominance of large-capitalization growth…
Read MoreFolioBeyond’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…
Read MoreFor 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.
Read MoreFolioBeyond’s algorithm underlying the S-Network FolioBeyond Optimized Fixed Income Index ("SNFBFI") returned +0.15% (net of 30bp annual fee assumption) in June versus …
Read MoreMarkets 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 …
Read MoreOur 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…
Read MoreFolioBeyond’s core Fixed Income strategy, as calculated through the S-Network FolioBeyond Optimized Fixed Income Index ("SNFBFI"), returned +0.72% (net of 30bp annual…
Read MoreIt’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…
Read MoreFolioBeyond’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…
Read MoreJust 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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