Markets & Investments (183)
How to Overcome the Hurdles of Pitching Alts to Clients
- Saturday, 15 November 2014
- Markets & Investments
- Written by PFA Staff
With the raging bull market now more than five years old, risk management is a timely issue. While an improving economy and strong corporate fundamentals are likely to power additional equity gains, market corrections are likely due to higher valuations and concerns over slowing global economic growth. At the same time, many investors remain risk averse after having seen their portfolio values decline substantially in the Great Recession, so they may be receptive to strategies that provide downside protection.
Read more...Morningstar: No-Transaction-Fee Supermarkets Are Pricey
- Friday, 07 November 2014
- Markets & Investments
- Written by PFA News
Funds offered by Charles Schwab’s fund supermarket with transaction fees have an average expense ratio of 0.88% compared to the average expense ratio of 1.16% for non-transaction fee funds. So reports Morningstar.
Read more...American Funds Study Shows Firm’s History of Beating Benchmarks
- Sunday, 19 October 2014
- Markets & Investments
- Written by PFA News
American Funds has determined that its actively managed funds have outperformed their benchmark in 91% of the rolling 10-year periods occurring between 2013 and the firm’s inception in 1934. So reports ThinkAdvisor.
Read more...Economic Conditions May Make Active Management More Appealing
- Saturday, 11 October 2014
- Markets & Investments
- Written by PFA Staff
Advisors who are advocates for active management have a lot of adversity. The news media is full of stories that focus on the small number of portfolio managers who outperform their benchmarks. At the same time, some actively managed funds that capture high ratings from Morningstar frequently see their ratings decline over time as their investment performance suffers from regression to the means.
Read more...Investors Pull $23.5B from PIMCO Bond Fund
- Friday, 03 October 2014
- Markets & Investments
- Written by PFA News
Investors redeemed $23.5 billion from the Pimco Total Return Fund in September following news that “bond king” Bill Gross is leaving the firm to join Janus. So reports the Los Angeles Times.
Read more...What the Reemergence of Equity Funds Means for You
- Tuesday, 02 September 2014
- Markets & Investments
- Written by PFA Staff
After having been shunned for years by investors, equity mutual funds are finally back en vogue.
Read more...Facts to Calm Clients' Small-Cap Jitters
- Wednesday, 23 July 2014
- Markets & Investments
- Written by PFA Staff
It’s been a tough year for small cap stocks. Concerns over valuations and sluggish economic growth have driven considerable volatility with the Russell 2000 Index, which may cause your clients to seek the safety of large-cap stocks or bonds.
Read more...Knowledgeable Investors Generate Higher Returns
- Friday, 11 July 2014
- Markets & Investments
- Written by PFA News
A National Bureau of Economic Research paper has concluded that knowledgeable investors generate 130 basis points more in annual risk-adjusted returns for their defined contribution retirement plans than less educated investors. So reports ThinkAdvisor.
Read more...Are 'Smart Beta' Funds a Wise Choice?
- Friday, 20 June 2014
- Markets & Investments
- Written by PFA Staff
Smart beta funds are one of the hottest trends on Wall Street and are generating increased media attention.
Read more...New Book Sounds Warning on Target Date Funds
- Sunday, 27 April 2014
- Markets & Investments
- Written by PFA News
The soon to be released “Fiduciary Handbook for Understanding and Selecting Target Date Funds” maintains that some of the products over allocate assets to equities and that, contrary to popular belief, do not protect fiduciaries against all types of legal risks. So reports Think Advisor.
Read more...- HpTouchsmart
- Hewlett-Packard
- Desktop computer
- Personal computer
- NPD Group
- Advanced Micro Devices
- Microsoft Windows
- Intel Core
- HpTouchsmart
- Hewlett-Packard
- Desktop computer
- Personal computer
- NPD Group
- Advanced Micro Devices
- Microsoft Windows
- Intel Core
- target date funds
- fiduciary handbook for understanding and selecting target date funds
- ron surz
- john lohr
- mark mensack
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