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Are your clients’ portfolios prepared for the sector rotation from growth to value? Use this client-approved chart to facilitate conversations about the potential benefits of Fundamental Index® strategies.

After more than a decade of substantial outperformance by U.S. growth stocks, U.S. value stocks have recently been recapturing the performance spotlight. Is your portfolio prepared for a potential fundamental value shift?

China’s GDP outperformed the developed world in 2019 and 2020, a trend that may continue in 2021. We think this would bode well for emerging markets, and this chart can help facilitate conversations with clients about overseas investment opportunities.

In this client-approved paper, we discuss why we believe a prudent investment strategy should include a combination of both market-cap and fundamentally weighted indices.

Are your clients’ portfolios prepared for the sector rotation from growth to value? Use this client-approved chart to facilitate conversations about the potential benefits of Fundamental Index® strategies.

An explanation of key distinctions between the Dimensional Fund Advisors strategy and the approach employed by the Schwab Fundamental Index products.

After more than a decade of substantial outperformance by U.S. growth stocks, U.S. value stocks have recently been recapturing the performance spotlight. Is your portfolio prepared for a potential fundamental value shift?

China’s GDP outperformed the developed world in 2019 and 2020, a trend that may continue in 2021. We think this would bode well for emerging markets, and this chart can help facilitate conversations with clients about overseas investment opportunities.

Understanding the distinction between active strategies, traditional indexing, and smart beta indexing is critical to choosing the right investment strategy.

Fortune explains the difference between cap-weighted and fundamental index strategies.

One potential opportunity is Fundamental Index® strategies, which may help reduce the negative effects of behavioral finance biases that can crop up during a market crisis like COVID-19.

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Jaquelinee Wrate
+74 201 709 645
Mon - Fri, 9:00-15:00

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