Julie Cooling from RIA Channel, interviews Tony Davidow, Vice President, Alternative Beta and Asset Allocation Strategist of Schwab Center for Financial Research. Cooling and Davidow discuss the buzz around Strategic Beta and it’s acceleration and growth over of roughly $100 billion in assets under management over the last year. Davidow’s team believes there is a significant role for alternative market cap, active and fundamental index strategies within portfolios. Tony also recently published a whitepaper,
Strategic beta strategies: An evaluation of different approaches, that breaks down the popular strategies by specific goal. This whitepaper highlights common questions from advisors such as the major differences between strategies. Davidow suggests that advisors spend the time and the effort to really understand what they are buying for clients, what’s truly in the products, and how suited they are for their clients.
