In a wide-ranging conversation on Treussard Talks, host Jonathan Treussard sat down with Ari Polychronopoulos,…

In a recent webcast, Ari Polychronopoulos, TMX VettaFi’s head of RAFI Indices™, and Brent Leadbetter,…

In a recent webcast hosted by TMX VettaFi’s Head of Research Todd Rosenbluth, Ari Polychronopoulos,…

Balancing the trade-offs between passive market representation and fundamental risk management is an ongoing challenge…

The genesis of fundamental indexing began in the early 2000s, and its principles continue to…

Equity market returns over the past decade were largely driven by a narrow cohort of…

As equity market concentration hits historic levels, investors are actively seeking alternative index weighting strategies…

Highly concentrated capitalization-weighted indices have exerted their market dominance within the past decade, but multi-factor…

Throughout this Indexing Redefined series, we explored how traditional market-capitalization indexing ties portfolio weights directly…

As market concentration pushes valuations toward historic highs, funds that combine small-cap and mid-cap (SMID)…

In Part II of this Indexing Redefined four-part series, the article examined how fundamental indexing…

As valuations become increasingly stretched in today’s concentrated market, investors may be wondering where to…

Thus far in 2026, small-caps have come back in a big way. As mega-cap tech…

To say investing in emerging markets (EM) is nuanced would be an understatement. Shifting global…

In Part I of Indexing Redefined, the foundational strategies comprising Research Affiliates’ fundamental indexing methodology…

U.S. mega-cap dominance followed by extreme valuations is leading a migration toward international assets, especially…

On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research, Todd…

When it comes to equities exposure, investors typically gravitate toward a passive, market-cap-weighted index as…

On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research, Todd…

What if the core way we’ve built index funds for the last 50 years is…