
Recent Posts


Stonewood AM
- 4 min
Smart Beta Series: Episode 1 - Passive Management
The rise of “Smart Beta” has been something to admire over the course of the past 13 years. From humble beginnings to a term that encompasses a wide range of offerings across the globe that is starting to eat the lunch of many an active manager. So, the question is “what is smart beta” and no, the opposite being “dumb beta” is not the answer. The active versus passive investment management debate is one that has been waged since the beginning of time (not literally but it cer
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Stonewood AM
- 4 min
Smart Beta Series: Episode 3 - The What & Why?
This month we continue in our series explaining the role of Smart Beta in the investment universe. Smart Beta is a relatively new investment term and started out in the early 2000’s with the rise of Research Affiliates RAFI index creation. Which moved away from the traditional passive market capitalization weighted index investments to, for the first time, weighting holdings due to alternative characteristics or factors (in this case fundamental factors such as Price to Cash
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