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Our Thinking

opinion
blog index

An Index to Smartleaf’s Top Blog Posts

June 21, 2018

Our most popular posts, organized by subject matter.

 

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opinion
bad data

Bad Data and Automated Rebalancing

June 21, 2018 How automated rebalancing systems handle bad data.
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opinion
risk profiling

Risky Business: The Art of Risk Profiling

June 14, 2018

Risk profiling may seem scientific, but it’s really more art than science.

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opinion
advisor centric client centric

Advisor Autonomy or a Consistent Client Experience?

June 07, 2018

The pros and cons of each and where the industry is headed.

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opinion
ESG Investing

Q&A: ESG Investing

May 31, 2018

Q&A from a talk at Cambridge’s Venture Cafe on “ESG and Technology”

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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
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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