Extensions of the Fundamental Index® Methodology—The Long/Short Alternative

The Fundamental Index methodology continues to gain appeal as an alternative to traditional cap-weighted equity index approaches.

ETF.com
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Reviewed by: etf.com Staff
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Edited by: etf.com Staff

The Fundamental Index methodology continues to gain appeal as an alternative to traditional cap-weighted equity index approaches. Today, this approach—which uses fundamental measures such as sales, dividends, cash flow and book value to select and weight companies—has been adapted into a long/short alternative ETF. How does this alternative work, and what are the characteristics? How and why should advisors consider deploying these funds in client portfolios?

Listen as Research Affiliates and ProShares sit down with ETF.com to discuss their fundamental approach to long/short investing. This 60-minute webinar took a closer look at:

  • Why the Fundamental Index approach makes sense in a long/short strategy
  • The risk/return profile of a long/short fundamentals-weighted index and how it fits in your clients' portfolios
  • The methodology behind the stock selection of the long/short strategy
  • In what market conditions does this approach works best?

 

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