Total: 11 results found.
For Better Performance, Move On From So-Called Best Practices To Even Better Practices
(Matching tags: client service,benchmarking,target date funds,financial advisor,investment advisors,portfolio construction)
“Best practices that are not common practices are merely someone’s unpopular opinion.” So says Nevin Adams, former editor of PlanSponsor magazine.
Wednesday, November 28, 2012
90% Of Active Managers Are Losers, A Study By S&P Dow Jones Indices Would Have You Believe
(Matching tags: active management,index investing,passive investing,benchmarking)
Nine out of 10 active managers underperformed their benchmark for the year ended June 30, 2012, says the just-released S&P Indices Versus Active (SPIVA®) study. Does this strike you as over the ...
Monday, October 15, 2012
Exodus From Equity Mutual Funds Is Being Masked By Stock Buybacks: Year-To-Date Performance Review
(Matching tags: mutual funds,stocks,markets,emerging markets,benchmarking,growth investing,value investing)
Despite investor concerns, stock markets have delivered substantial returns so far this year. Through last month, the S&P 500 returned more than 16% and the EAFE (Europe, Australasia, Far East) index ...
Tuesday, October 09, 2012
S&P, Dow Marry Their Index Operations And The Firstborn Are Two Series Of Target Date Fund Indexes
(Matching tags: benchmarking,target date funds,S&P,passive investing)
The new S&P/Dow indexes are investable, setting the stage for low-cost passive investments in target date funds, perhaps even cheaper than Vanguard’s 18 basis points. But you get what you pay ...
Friday, July 20, 2012
Peer Group Prediction For End Of June: Growth Managers Lose, Value Managers Win – Or Did They?
(Matching tags: benchmarking,style classification,value investing,growth investing)
News stories will trumpet the results of value managers over growth managers, but this picture will be inaccurate. It has nothing to do with skill. Flawed indexes and biased peer groups combine to distort ...
Monday, July 02, 2012
Ken Solow Guest Post Answers Very Excellent Questions From Attendees Of Webinar On Why Active Management Is "The" Answer For RIAs
(Matching tags: benchmarking,investing,RIAs,active management,volatility,portfolio construction,practice management,advisor industry people)
Ken Solow, at a recent recent Advisors4Advisors webinar entitled, “Why Active Management is the Answer for Today’s RIA’s,” was asked great questions about “go anywhere” ...
Wednesday, June 20, 2012
Simple Performance Lessons You Have Not Learned - Challenge The Status Quo
(Matching tags: active management,benchmarking,Due Diligence)
Half of the active managers should beat their benchmark, yet evidence suggests they do not. That is, evidence contradicts Dr. William F. Sharpe’s acclaimed “Arithmetic of Active Management,” ...
Wednesday, May 30, 2012
Peer Groups Can Cause You Major Headaches, So Here Is A More Sensible Alternative
(Matching tags: style classification,portfolio construction,benchmarking)
The headline shows up with depressing regularity: “90% of Growth (or Value) Managers Have Underperformed Their Benchmark.”
Wednesday, February 15, 2012
Competing With The "Robo-Advisors" Threatens RIA Business As Usual, Advisor Says
(Matching tags: benchmarking,client satisfaction)
Remember John Henry and the steam engine? Fighting automated advice on its own terms is a similar losing proposition in the eyes of at least one advisor.
Tuesday, January 31, 2012
Benchmarking The Benchmarks: Schwab Versus Fidelity
(Matching tags: benchmarking,Fidelity,Schwab)
Fidelity Institutional has released a new set of benchmarks for advisors to judge themselves against. How do the numbers stack up to the benchmarks Schwab has already been supporting?
Thursday, December 15, 2011
Best Practices Index Offers Better Choice For Benchmarking Target Date Funds
(Matching tags: target date funds,benchmarking,S&P)
target date funds is easy because there are only two choices: the S&P Target Date Indexes or the Safe Landing Glide Path. ...
Friday, December 09, 2011
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