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Markets & Economy » Evaluating Active Managers: The Benefits of Being Different

May 27, 2015 | Active Management

Gaining a better understanding of active management in today’s evolving and sometimes volatile investment environment begins with a simple point: Not all active managers are alike. Since the market downturn of 2008, there has been a reappearance in industry dialogue of the claim that ‘active …

Library » Are Active Managers Doing Their Job?

March 25, 2015 | Active Management

Introduction Since the market downturn of 2008, active equity managers have come under fire. Not only did many of these managers fail to provide meaningful downside risk management relative to market indices during the credit crisis, but most have failed to keep up with their benchmarks as the …

Library » Why a Coordinated Portfolio Management Structure is Important

April 29, 2014 | Active Management

Portfolio Management Structure refers to the basic issues related to setting up and maintaining an investment portfolio. The key issues to consider when evaluating a portfolio’s management structure include: the mechanism for adjusting the portfolio to fundamental shifts in the market and …

Library » The Importance of Managing Inflation Risk for Long-Term Investors

April 09, 2014 | Active Management

Introduction to Risk Management While risk is often defined by various statistics, the broadest definition of risk to investors is failing to achieve one’s investment objectives. There are three basic portfolio risks that can prevent an investor from reaching his/her goals: Capital Risk—the …

Library » Understanding Reinvestment Rate Risk in Today’s Environment: Avoiding Going Broke “Safely”

April 03, 2014 | Active Management

While risk is often defined by various statistics, the broadest definition of risk to investors is failing to achieve one’s investment objectives. There are three basic portfolio risks that can prevent an investor from reaching his/her goals: Capital Risk - the possibility of sustained losses …

Library » A Historical Perspective on the Asset Allocation Decision

March 26, 2014 | Active Management

Introduction To a large extent, investment objectives are driven by investment time horizon, magnitude of withdrawals, and risk tolerance level. These goals must be identified and prioritized in order to determine an appropriate asset allocation. Establishing the appropriate asset allocation for …


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