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WisdomTree & 55ip: The Quest to Create Tax-Efficient Model Portfolios February 8, 2021 Model portfolio strategies can help savvy financial advisors navigate tumultuous market conditions, leaving them with more time to engage with clients and better-manage their businesses. WisdomTree offers one of the industry’s most expansive lineups of model portfolios, which include WisdomTree ETFs and products from other issuers. Often, capital gains issues prevent clients from accessing more compelling strategies, including model portfolios, but WisdomTree is partnering with 55ip to solve that riddle...

This was a great discussion on the important issues in cybersecurity, all through the attacker’s perspective lens that Team8 brings to the space.

When it comes to Washington, D.C. headlines and the bond market, it’s not very often the Federal Reserve (Fed) is not taking center stage.

By Jeremy Schwartz, CFA, Global Head of Research; Kara Marciscano, CFA, Senior Research Analyst In 2006, WisdomTree launched its first family of fundamentally weighted Indexes, challenging the market capitalization-weight status quo. Allocating weights based on dividends or earnings challenged the efficient market hypothesis by suggesting that rebalancing to fundamentals could enhance returns. Our fundamentally weighted alternative helps manage valuation risk inherent to cap-weighted strategies that give stocks with higher multiples higher weights and allow those stocks to run without...

By Jeremy Schwartz, CFA, Global Head of Research; Kara Marciscano, CFA, Senior Research Analyst Technology experts at Bessemer Venture Partners have released a new report detailing why the FAANG stocks (Facebook, Amazon, Apple, Netflix and Google), that so aptly portrayed technology market leadership over the last decade, are facing a potential trend change. The FAANGs benefited from the dual macro trends of the last two decades relating to the Internet and mobile adoption. FAANG stocks outperformed major market indexes, like the S&P 500 and Nasdaq 100 Indexes, by a significant margin, of...