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Demystifying Systematic Fixed Income Investing

ClearMoney

Valuation theory helps us identify relevant factors by providing insights about differences in expected returns across stocks. 3Robert Novy-Marx, “Understanding Defensive Equity” (working paper No. 7Dave Plecha and Jacobo Rodriguez, “A Market-Driven Approach to Fixed Income” (white paper, Dimensional Fund Advisors, June 2016).

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Myth-Busting with Momentum: How to Pursue the Premium

ClearMoney

Exhibit 4 shows marked inconsistency in valuation characteristics for the three largest US equity momentum funds during the value premium rally of late 2020 through early 2021. Gerard O’Reilly and Savina Rizova, “ Expected Profitability: A New Dimension of Expected Returns ” (white paper, Dimensional Fund Advisors, June 2013).

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Should you die and go to hell before selling an annuity?

Sara Grillo

He is a flat fee advisor; not a licensed insurance agent. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Mettler says he does not have a securities license for this reason. Scott Salaske , CEO of Firstmetric. For those of you who are new to my blog, my name is Sara.

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ESG and the Stock-­Picker’s Dilemma

Brown Advisory

based provider of high- end integrated processors, has licensed ARM’s designs for greater efficiency and functionality in the server market. Deutsche Asset & Wealth Management White Paper. Cavium, a U.S.-based The Guardian. Available from [link]. Hoepner, A. Available from [link]. Kacperczyk. Journal of Financial Economics.

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ESG and the Stock-­Picker’s Dilemma

Brown Advisory

based provider of high- end integrated processors, has licensed ARM’s designs for greater efficiency and functionality in the server market. Deutsche Asset & Wealth Management White Paper. Cavium, a U.S.-based Broader Application and Paths for Future Research. The Guardian. Available from [link]. Hoepner, A. Kacperczyk.