Research

INNOVATING SINCE 1996

ADVANCED INVESTMENT PARTNERS RESEARCH

Advanced Investment Partners is recognized as a pioneer and leader in the use of advanced quantitative techniques. Our Research section is a resource for advisors and clients to access research white papers and quarterly investment commentary.

WHITE PAPERS

Research articles written by our investment team and published in our quarterly newsletter.

General
 

Quantitative Investing 

Why Worry About Transaction Costs 

Managing Portfolio Turnover  

2007 - A Challenging Environment 

Using Secondary Benchmarks 

Style Box Investing ►

Strategic Selection of Predictive Stock Factors

The Benefits of Dynamic Factor Weights

Opportunities and Challenges for Systematic Investors

SMidCap
 

SMidCap Investing 

How Much SMidCap Exposure 

 

Environmental, Social and Governance (ESG)
 

Better Philanthropy 

Bottom Quintile ESG Companies – A Risky Proposition 

Making Socially Responsible Sustainable  

A Climate Change by Any Name 

A Climate Change by Any Name Part 2 

 

TaxManaged
 

AllCap vs.Tax Managed AllCap 

Equity Investing in the Presence of Taxes 

TaxManaged LargeCap 

TaxManaged AllCap  

Using Secondary Benchmarks 

 

MaxCap
 

MaxCap Structural and Strategic Uses  

 

AllCap
 

A Case for AllCap