Brad Steiman

Is tracking an index worth the cost?

You may see traditional index funds and ETFs as efficient vehicles for gaining diversified exposure to specific asset classes. But are indices precise representations of the underlying asset class?

By Brad Steiman |February 5, 2015

3 min read

What factors influence returns?

Help clients understand their combined effect

By Brad Steiman |October 31, 2014

7 min read

Is tracking an index worth the cost?

Careful analysis suggests it isn’t

By Brad Steiman |November 12, 2013

4 min read

The evolution of asset pricing

Researchers have found a new dimension of expected returns in the equity market

By Brad Steiman |September 17, 2013

5 min read

Get clients to invest outside Canada

Some advisors structure portfolios to benefit from global diversification. Yet diversification neither assures a profit nor eliminates the risk of market loss.

By Brad Steiman |July 16, 2013

2 min read

Avoid short-sighted investing

Don’t bet against price expectations.

By Brad Steiman |June 5, 2013

4 min read

Build long-term portfolios

Even under the best of conditions, they magnify errors.

By Brad Steiman |May 6, 2013

2 min read

Stop playing with your optimizer

Even under the best of conditions, they magnify errors.

By Brad Steiman |May 3, 2013

4 min read

When home and hot biases collide

Investors can cope by keeping cool, and by diversifying their portfolios.

By Brad Steiman |March 15, 2013

5 min read