Factor strategies, such as value, low volatility, and quality, often end up with industry tilts that can be an unintended source of risk. In March 2017, Morningstar published a study that found that ...

The investment premium historically offered by market factors such as quality, value, momentum, size, and minimum volatility, has attracted many investors who are seeking to diversify their ...

The iShares MSCI USA Quality GARP ETF changed its strategy and ticker on June 3, 2024, and now selects stocks based on a comprehensive system evaluating growth, value, and quality. Backtested results ...

Attend any healthcare conference and you’ll quickly discover that it’s become downright fashionable for healthcare leaders to talk about their unwavering commitment to “value-based care.” The ...

After underperforming for more than a decade and facing loud allegations of its death, value investing made a comeback. From December 2021 through December 2022, the Morningstar US Value Index ...

Forbes contributors publish independent expert analyses and insights. Dan Mendelson is expert in business and policy in healthcare. Post-acute care is on the cusp of some of the greatest changes it ...

This is the third article in a series on value-based care and the 4 challenges health care organizations must overcome. Patient experiences and outcomes must be the heartbeat of health care delivery.

Emerging markets investing has a recurring frustration. You buy the asset class for diversification and growth, then find that a handful of state-owned banks, commodity giants, and speculative tech ...

Schwab U.S. Dividend Equity ETF is a rules-based, quantitative strategy focused on high-quality, dividend-paying companies with accelerating fundamentals. SCHD's recent underperformance is due to ...

Tracking the financial impact of any support function is necessary in order to illustrate its value and garner continued support and resources from senior management. This struggle is vitally ...