How to Invest

Where Indexing Ends, Insight Begins

Rethink the rules. Rewire the core.

Featured Insight

Quarterly Market Commentary: A Gap Revealed in Core Equity

Q1 2026 challenged narrow leadership, reshaped style and factor leadership, and raised a timely question for Q2: are portfolios positioned if participation broadens?
Read More
Video thumbnail showing a man in a suit speaking in an office setting, with a play button overlay. Text on the right reads “A look back at Q1,” “What did it all mean?” and “What’s ahead in Q2?” Lower text identifies him as Richard Yasenchak, CFA, CFP, Chief Investment Strategist at Intech.
Graphic titled “A Third Path for Core Equity” showing three large arrows branching outward in different directions, symbolizing multiple strategic paths or approaches for core equity investing.

Passive. Active. Or Structurally Engineered?

The core equity debate isn’t just passive vs. active. Explore a structure-first framework for benchmark-aligned portfolios.
Read More
Graphic showing “Volatility Effects” represented by a line chart with fluctuating arrows, plus “Stock Effects” represented by a bar chart, illustrating the combination of volatility and stock selection effects.

What Actually Drives Portfolio Growth? (Hint: It’s Not Just Stock Picking)

Stochastic Portfolio Theory shows portfolio growth comes from more than stock selection. Explore the two structural drivers of compounding.
Read More
Shield icon with the words “Fiduciary Oversight” centered inside, set against a background of faint financial line charts representing market data or performance trends.

Is Your Core Equity an Ungoverned Active Bet?

Cap-weighted indexes potentially embed concentrated risk. Explore why fiduciaries must govern how core equity is structured, not just what they own.
Read More
Shopping Basket