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Research Affiliates says factor funds are prone to potential prolonged periods of underperformance
New CEO comes out of Rob Arnott’s shadow to take the wheel at Research Affiliates
Rob Arnott index focuses on issues such as climate change and gender balance
The initial simplicity of the marketing concept is now a complex mess
Analysts are warning of the risks
Low-cost vehicles that offer passive management with a twist forecast to hit $1tn soon
Research suggests that equity mutual funds using such strategies underperform
Popular investment strategy drew a net $24bn in the first three months of the year
Research shows the funds do not always outperform
Rob Arnott, pioneer of the strategy, says the underlying ideas behind many are ‘nonsense’
Rob Arnott, founder of Research Affiliates, faces backlash over criticism of popular product
Rob Arnott, one of the pioneers of the strategy, warns against its soaring popularity
Danger is that those switching into supposedly safer stocks will find they have paid over the odds
Contrarians and deep-value investors need a strong stomach, says James Mackintosh
Broadly, investors trade too much, and lose out as a result, writes James Mackintosh
Index-based investing expandis rapidly across financial markets
Strategies are being explored to guard against instability
New front opened in ETF price war
Growing interest in ‘smart beta’ passive strategies
Index-based investing becoming more sophisticated
Competition is now spreading beyond market cap ETFs
Finance Innovation has launched what it says is Paris’s first fund designed to provide seed capital to new asset management companies
Anything that might help move away from short-termism would be good news
Analysts say research is essential to avoiding underperformance
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