Research Affiliates

• Top of the Dividend Charts

  By Ed McCarthy  |  July 26, 2012

  With current market conditions and global economic trends, advisors have a good opportunity to introduce more clients to companies that make the Mergent Dividend Achievers roster.

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  Compass Powers Up With Big Plans for Volatility-Weighted Indexes and Funds

  By Joyce Hanson, AdvisorOne  |  June 15, 2012

  Compass EMP Funds CIO Steve Hammers says that due to the broad market enhancement of the CEMP Indexes, his firm’s proprietary methodology is patent pending.

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  Rob Arnott: 'There May Never Be a Better Time' to Buy Inflation Protection

  By Gil Weinreich, AdvisorOne  |  October 26, 2011

  Indexing guru Rob Arnott, a lone inflationista wolf, howls that today’s market provides a golden opportunity to buy inflation-fighting asset classes at 'below retail prices.'

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  Top 6 Portfolio Products: Merk Currency; Invesco Bond Funds Launched; Goldman Shuts Alpha

  By Marlene Y. Satter, AdvisorOne  |  September 16, 2011

  Fidelity just offered new searchable fixed-income research, and S&P said it will soon present its second annual mutual fund excellence awards.

• Debt Crisis: U.S. Treasuries and U.K. Gilts Trade Places, Briefly

  By Gil Weinreich, AdvisorOne  |  July 28, 2011

  Worldwide, investors are telling the governments of advanced economies that their debt management plans are unpersuasive. For a time today, the bond market signaled that British gilts were safer than Treasuries. Meanwhile, Spanish and Italian bonds reached the danger zone Thursday.

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  Rob Arnott on RAFI’s Growth, and How to Address U.S. Debt

  By James J. Green, AdvisorOne  |  July 28, 2011

  Fundamental indexing has been embraced worldwide, Arnott says, but the government and the U.S. people need to embrace some tough choices on spending.

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  New Products, Indices Expand Investor Options in ETF Market

  By Danielle Andrus, AdvisorOne  |  February 24, 2011

  Thursday was a busy day in the ETF world. To wit, Russell Investments announced a Fundamental Index Series based on its partnership with Rob Arnott's Research Affiliates.

• Research Affiliates, ProShares Launch Long/Short ETF

  By Kathleen McBride, AdvisorOne  |  December 9, 2010

  Absolute returns based on fundamental indexes in a ‘market neutral’ portfolio.

• Super Bowl of Indexing Conferees Debate Strategy Indexes

  By Ronald Delegge, ETFguide.com  |  December 7, 2010

• Fundamental Versus Market Cap Weighting

  By Vaughan Scully, Standard & Poor's  |  August 31, 2010

  ETFs swap market cap for sales, earnings weightings.