Advisor Perspectives

 

Advisor Perspectives
Insights into the world of high- and ultra-high net worth investing

December 26, 2007- Vol 1, Issue 33

 

 

 

 

 

 

 

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FundQuest's study of active and passive management identifies the investment categories which
are more suitable to active versus management.  We review their methodology and findings, focusing on the results for the nine US equity style boxes.

Based on the results of this research, FundQuest is rolling out a family of new mutual fund products.  We provide our analysis of their research and our thoughts on the key considerations for advisors when evaluating these fund products.

This is our last issue for 2007, and we provide a list of our top five stories, ranked by number of times each story was view
ed.

Lastly, we wish all our readers a happy
Holiday season and a happy, healthy, and prosperous New Year.

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FundQuest's Study of Active versus Passive Management


While the topic of active versus passive management has been widely studied, the question of which investment categories can benefit from active versus passive management has received far less attention.  FundQuest's 2007 study tackles this issue, showing which categories are candidates for active management and which should be over- or underweighted in an asset allocation strategy.

Read the article

 

Our Analysis of the FundQuest Study


FundQuest is rolling ou
t a family of mutual funds based on the results of their research.  We provide our analysis of their research and identify the key considerations for advisors when analyzing these new investment products.  Our analysis is contained in the article above, and the link below will go directly to this section.

Read the article

 

Top Stories for 2007


Here are our top stories from 2007, ranked based on the number of times each story was viewed:

1 - Yale Endowment's 2007 Asset Allocation Targets: How Applicable Are They to Your Clients' Portfolios?

2 - How High Are Today's P/E Ratios?

3 - John Bogle on Active Management, Diversification, and the Future of the Mutual Fund Industry

4 - Harold Evensky: How to Fund the Distribution Phase of a Retirement Account

5 - Our Interview with William F. Sharpe

 

Advisor Market Commentaries


We are introducing a new feature that will be a compendium of year end market commentaries from RIAs.  We discuss this project and how you can participate.

Read the article

 

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