When is an Index Fund Not an Index Fund?

Registered Closed End Fund of Funds

What is the Optimal Portfolio Rebalancing Frequency?

Another Reason Why It Is Hard for Active Managers to Pick Winning Stocks: For CEOs, It Is Hard to Be a Winning Stock

We're Intellectually Honest: Here's Our Best Case for Active Management

Economic Update: Key Uncertainties, Potential Outcomes, Future Scenarios, and the Implications for Asset Class Valuations and Returns

The Confusing World of Factor ("Smart Beta") Models and Indexes

The Impact of Fund Expenses on Long Term Performance

In-Depth Asset Class Reviews: (1) Domestic and Foreign Bonds; (2) Domestic and Foreign Commercial Property; (3) Commodities; (4) Domestic Equity; (5) Foreign Developed Market Equity; (6) Emerging Markets Equity; (7) Private Equity; and (8) Absolute Return (Hedge Fund) Strategies

How the Relationship Between the Private Sector, Public Sector, and Current Account Balance Drives Future Economic Scenarios and Asset Class Returns

Regulatory Changes: Bundled and Soft Commissions in the UK; Research and Investment Banking in the US

Our Simulation Model Analysis of Indexing versus Active Investing

Mutual Funds' Sales, Operating, and Trading Costs

Semiannual Review of Practically Applicable Academic Research: (1) Investor Behavior; (2) Factor Based Investing; and (3) Active Management

What Does the Research Say About the Performance Persistence of Actively Managed Funds?