Our research team assigns Silver ratings to strategies that they have a high conviction will outperform the relevant index, or most peers, over a market cycle on a risk-adjusted basis. It earns a ...

The P/ B ratio constitutes 50% of the composite style score, and the two growth metrics represent 25% apiece. Stocks in the faster-growing quartile are fully allocated to the growth index, while ...

One of the first independent robo-advisors vs. a broker offering robo-advice Mark’s experience in financial services includes unique exposure to robo-advisors, brokerage platforms, trading ...