Research Affiliates

• Fundamental Versus Market Cap Weighting

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

  ETFs swap market cap for sales, earnings weightings.

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  Invesco PowerShares Switches to Fundamental Bond Index

  By Simon Maierhofer, ETFguide.com, Simon Maierhofer, ETFguide.com  |  August 25, 2010

  The Wheaton, Il.-based investment firm changed both the name and the index for PowerShares High Yield Corporate Bond Portfolio (PHB).

• A Better Way to Invest in Bonds?

  By Kathleen McBride, AdvisorOne  |  August 13, 2010

  Fundamental Indexing for bond funds may change how you invest in that asset class.

• Invesco PowerShares Adjusts High-Yield Bond ETF

  By Janet Levaux, AdvisorOne  |  August 5, 2010

  According to Invesco, traditional bond indices give the largest weights to the biggest debtors, and this may potentially expose investors to greater risks of default.

• EDHEC-Risk Institute Study: Cap-Weighted Index Investing Is Losing Its Shine

  By Michael S. Fischer  |  July 8, 2010

  Although cap-weighted indexing continues to dominate the investment landscape, some researchers are questioning its efficacy and alternative indexing methodologies are coming to the fore.

• Cap-Weighted Index Investing Is Losing Its Shine

  By Michael S. Fischer  |  July 8, 2010

  Academics and practitioners take aim at the traditional methodology.

• Russell, Research Affiliates Plan Fundamental Index Series

  By Michael S. Fischer  |  June 29, 2010

  Russell Investments, a strong proponent of market-capitalization-weighted indexes, has joined with Research Affiliates (RA) to launch a new index series based on RA's Fundamental Index methodology, the two firms announced on Friday, June 25.

• At Morningstar Conference, PIMCO Powerhouse Rob Arnott Is Sober yet Optimistic

  By Kathleen McBride, AdvisorOne  |  June 25, 2010

  Arnott tells investors of a 'generational opportunity' to capitalize on inflation

• At Morningstar Conference, Rob Arnott is 'Sobering' Yet Optimistic

  By Kathleen McBride, AdvisorOne  |  June 24, 2010

  Tells investors to find 'opportunities where they may be.'

• Upgrades

  By Staff Writer  |  January 1, 2010

  Fidelity said it had helped a record number of brokers 185 individuals and teams--transition to some form of independence through November 2009 ...Research Affiliates, whose founder...