The Beta Investment Report is an independent research publication that focuses on managing asset allocation across the full spectrum of the major asset classes using index funds and exchange-traded products. As the investment choices continue to expand, The Beta Investment Report provides strategic perspective for managing portfolios in an increasingly complex and volatile world.
The Beta Investment Report is published in multiple editions throughout each month. Subscribers receive reports on a variety of topics, including performance updates of all the major asset classes; analysis of portfolio strategy techniques; timely reviews of the economic cycle; evaluations of the leading index products within a given asset class; summaries of newly launched index products; a close look at recently published academic research of relevance to strategic-minded investing. The newsletter also publishes and evaluates several proprietary multi-asset class strategy benchmarks, including the Global Market Index, a passive mix of all the major asset classes weighted by market value.
The Beta Investment Report's research and analysis of the world’s major asset classes (individually and collectively) is written for individuals and institutions with medium- to long-term investment horizons. The newsletter’s core readership is focused on globally diversified investment portfolios using index mutual funds and exchange traded products (ETFs and ETNs).
The newsletter is edited by veteran financial journalist and author James Picerno, who’s been analyzing and writing about portfolio strategies since the early 1990s at Bloomberg, Dow Jones and other media groups before becoming an independent analyst in 2008. Picerno is the author of Dynamic Asset Allocation. He also edits The Capital Spectator, a widely read economics/investment blog, and occasionally freelances (recent samples are available here).
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Copyright 2009-2010 by Beta Publishing LLC. All rights reserved.
The βETA INVESTMENT REPORT
Index Investing, Asset Allocation & Market Analysis A monthly newsletter for strategic-minded investors