Category: Passive & Assets

Wise Alpha

Wise Alpha

Today’s post is about Wise Alpha, an investment that doesn’t quite fit into any boxes. It’s a bit like a bond fund, a bit like P2P and a bit like a robo-adviser.

Factor Investing 5 – RA Symposium #2

Today’s post is the fifth in a series on factor investing, otherwise known as smart beta. We’re going to take another look at a recent symposium hosted by Research Associates in California.

Lazy Portfolios 1

Lazy Portfolios – A Framework

Today’s post is the first in a series of Lazy Portfolios. We’ll be putting together a framework which allows us to examine the strengths and weaknesses of such portfolios.