BRI Global Market Neutral Index February 2018 (MTD) Update 2/11/2018 So far, the month of February has proven a difficult one for global equity markets. ThroughFriday, the S&P 500 Index was down 7.24% as volatility exploded to the upside causing losses for many active managers relying on a short-volatility bias as a preferred source of Read more about Navigating the Return of Volatility[…]

After ETFs, the next revolution in investment management may be direct indexing, a kind of separately managed account for the masses. Many see it as an industry game changer. Originally published on http://www.wealthmanagement.com/etfs/build-your-own-index Separately managed accounts, customized model portfolios in a wrap-fee account, were for years the favored tool of advisors for wealthy clients. But there Read more about Build Your Own Index[…]

This article originally appeared in AllAboutAlpha.com HEDGE FUND FEES ARE ONLY HALF THE PROBLEM Hedge funds talk big about returns. Historically, successful managers have claimed credit for the favorable risk/return profiles of their funds, touting skilled security selection and portfolio management as a competitive edge. But the advent of investible benchmarks for a number of Read more about Hedge Fund Fees are Only Half the Problem[…]

Index offers enhanced beta for small cap stocks originally published on etfexpress.com http://www.etfexpress.com/2017/09/08/255825/index-offers-enhanced-beta-small-cap-stocks BRI Partners is a firm that designs, builds and researches investable indices. Stephen Scott, (pictured) partner at the firm, explains that the company has been in the sector for a year but individually each partner has had extensive investment industry experience. “Our Read more about Index offers enhanced beta for small cap stocks[…]