Research

What Plan Fiduciaries Should Know About Collective Investment Trusts

CITs have moved from the margins to the center of defined contribution investing, yet the structure remains widely misunderstood. In

Markets may appear expensive by historical standards, but aggregate valuations tell only part of the story. In this paper, we

International equities have been difficult to defend in portfolios over the past decade, as U.S. markets have delivered sustained outperformance.

Emerging markets small caps are often treated as a niche allocation. In reality, they represent the majority of companies across

Record-high Q ratios are not a sign of excess. Ativo’s analysis shows they rise in step with Net ROI, both

Gold has reached record highs in 2024–2025, but what’s driving the rally? Ativo Capital’s latest analysis shows that the rise

In this research piece, we highlight why small-to-mid cap (SMID) equities represent a compelling opportunity for investors seeking a balanced

We’re honored to be featured in the newly released Zephyr PSN Outlook for 2025! Our article, “The Role of Quantitative

Our recently published whitepaper on Small Cap investing has been generating quite a bit of buzz. At the same time