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Our Thinking

opinion
calendar-based rebalancing and cost-benefit rebalancing

Why the Days of Calendar-Based Rebalancing are Numbered

May 24, 2018

 Calendar-based rebalancing is inefficient and bad for clients.

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opinion
blog index

An Index to Smartleaf’s Top Blog Posts

May 21, 2018

Our most popular posts, organized by subject matter.

 

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opinion
Camille Test Video Placeholder

Video: Direct Indexes are Better Than ETFs

May 17, 2018

Direct Indexes are customizable and outperform ETFs on an expected after-tax basis.

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opinion
strategy for asset managers

A Long Tail Strategy for Asset Managers

May 09, 2018

Do robo SMAs create a market for niche investment strategies?

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opinion
robo smas mutual funds q&a

Q&A: Robo SMAs Will Replace Mutual Funds

May 03, 2018

 A follow up to last week's post.

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opinion
Robo SMAs

Robo SMAs will Replace Mutual Funds

April 26, 2018

Robo technology is not a threat to advisors. It's a threat to mutual funds.

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opinion
The Difference Between Smartleaf and an Optimizer Image

The Difference Between Smartleaf and an Optimizer

April 12, 2018

The nuts and bolts of an optimization-based rebalancing automation system.

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opinion
tax day

A Guide to Tax Management

April 05, 2018

We break it down and describe some of the challenges.

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opinion
wealth management solutions

Security Selection via the Random Feline Walk Method

April 01, 2018

Unbelievable performance from a simple stock selection approach.

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opinion
A User's Guide to Portfolio Customization Image.jpeg

A User's Guide to Portfolio Customization

March 22, 2018

What is it and what is it good for?

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