FIAX aims to outperform the Bloomberg US Aggregate Bond Index by holding U.S. treasuries and using options strategies to enhance returns. The ETF's strategy involves equity risk factors, with capped ...

Does overlay make sense for your investment program? The answer likely depends on a few factors: your type of plan, the size of your fund and the problems you’re trying to solve. It's probably harder ...

Northwater Capital Management has developed a platform that enables institutional clients to enhance returns on an indexed portion of their portfolios by linking the underlying investment to returns ...

Payable Dec 24; for shareholders of record Dec 23; ex-div Dec 23. More on Overlay Shares Hedged Large Cap Equity ETF Seeking Alpha’s Quant Rating on Overlay Shares Hedged Large Cap Equity ETF Dividend ...

Bridgewater Associates will soon be launching its latest strategy, focused on ready-made combinations of alpha that start with equity and later add other market betas. Bridgewater's most recent ...