Fundamental Indexing

 

FTSE Research Affiliates Fundamental Index® (FTSE RAFI®)

Webcast Featuring Rob Arnott - Link to Pro-Financial Webcast with Robert Arnott, "Godfather" of Fundamental Indexation- 1 CE Credit for MFDA advisors and 0.75 CE Credit for IDA Advisors
NEW*Fundamental Market Indexes: An Interview with Jerry Moskowitz, FTSE Americas,123Jump.com, November 13, 2007
Fundamental Indexation – Lays out the principles of Research Affiliates Fundamental Index (RAFI)™ (patent pending).
Why Market-Valuation-Indifferent Indexing Works– Jack Treynor explores the structural alpha of the Fundamental Index™ concept.
Market Efficiency: A Theoretical Distinction and So What? – Harry Markowitz shows why the cap-weighted portfolio cannot be an efficient portfolio.
Surprise! Higher Dividends = Higher Earnings Growth
An Overwrought Orthodoxy
Disentangling Size and Value
The Age of Investment Strategy Indices
 Fundamental Indexation
New Frontiers In Index Investing
Fundamental Indexes: Current and Future Applications
What Cost Noise?
Cap-Weighted Portfolios are Sub-Optimal Portfolios