Tag: Performance

Tracking Records

This issue we focus on performance: adviser performance, investment performance, and plan performance.

Who Needs an Adviser?

Picking the best solutions—even the best automatic solutions—still requires expertise

A(nother) Sure Thing?

Generally speaking, there’s no such thing as a sure thing – certainly when it comes to investing, and certainly not two years running.

Value Trumps Growth in Q3

A Mercer study found value funds outperformed growth funds in the third quarter, as the median large-cap value fund posted a gain of 16.3% compared to a gain of 13.8% for the median large-cap growth fund.

Investors Choose Bond Funds in September

Investors deposited a record $50 billion on a net basis into bond funds in September, bringing year-to-date bond fund flow volumes to $290 billion, according to Strategic Insight (SI).

IMHO: Conference “Calls”

As I was listening to, and participating in, panels at our Future of Asset Allocated Funds conference in California this past week, I was struck again by how much things have changed in the past year. 

Grid “Lock?"

As March Madness officially gets underway tonight, odds are (no pun intended) you’ve had an opportunity (or two) to weigh in on the NCAA tournament.

A Sure Thing?

Generally speaking, there’s no such thing as a sure thing – certainly when it comes to investing.