Over the past five years, the momentum premium was negative in two years, the small firm premium was negative in four years, and the...

At the beginning of June 2025, the IFED portfolios were rebalanced to ensure portfolio holdings continue to match prevailing market...

This white paper explores the foundation and performance of the IFED strategy—a rules-based investment approach that uniquely blends...

Commonalities in Picking a March Madness Winner and a Winning Investment Team? In each case, you evaluate the team’s performance track...

This commentary highlights EIA’s strong 2024 performance, driven by the IFED strategy, which uses Federal Reserve signals to adapt to...

Since its launch on July 19, 2022, the Nasdaq IFED-LV index has achieved a 14.96% annual return compared to only 9.41% for the S&P 500...

After many months of anticipation, the Federal Reserve finally lowered its policy interest rates in September. The question for investors...

Despite projections that the Federal Reserve would relax interest rates in early 2024, the Fed continues to prioritize maintaining price...

Check out our most recent webinar hosted by the CFA Society Baltimore. Learning objectives: Understanding the impact of Federal Reserve...

The Nasdaq IFED-L index has shown consistent outperformance over four years of varied market conditions, achieving a 19.65% annual return...

Most market participants believe the Federal Reserve will shift policy to be more accommodative during 2024. As of April 29, according to...

Posted: January 30, 2024 2023 was a strong year for the U.S. stock market and for the IFED  indexes. The stock market rebounded nicely in...

Posted: July 21, 2023 In this commentary, we highlight the link between Nasdaq IFED ™ index performance, the principles behind the IFED...

Posted: June 26, 2023 June 9th, 2023 marks the three-year anniversary since the launch of the Nasdaq IFED US Large-Cap™️ Index (Nasdaq...