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Special Report on

Active Management Investment Portfolios

active management investment portfolios special research report Photo by
Mutual funds were once hailed as a revolutionary financial instrument able to provide investors with instant access to well-diversified market indices and achieve economies of scale by pooling resources with fellow investors to develop investment portfolios that previously would have been prohibitively expensive. Over the past several decades, as fund sponsors have promoted their superstar managers and market-beating funds, countless funds have been launched, and assets under management swelled to as much as $26 trillion by some estimates. The mutual fund industry has experienced this rapid growth despite some glaring flaws, ...
strategy where the manager makes specific investments with the goal of outperforming an investment benchmark index. Investors or mutual funds that do not aspire to create a return in excess of a benchmark index will often invest in an index fund that replicates as closely as possible the investment weighting and returns of that index; this is called passive management. Active management is the opposite of passive management , because in passive management the manager does not seek to outperform the benchmark index.
Investment Gobbledygook |
A lot of what passes as serious investment commentary is simply “gobbledygook” i.e. nonsense or drivel. It defies share market realities and is at odds with the philosophy that markets work. Yet, unfortunately, some of the people and organisations generally regarded as finance experts are the main proponents of this gobbledygook. Let’s consider a couple of examples. In a recent article in the “Sydney Morning Herald”, a private client adviser of a major stock broker explained why the share market had fallen for the past three days, after a period of strong gains, as follows: “I think it comes down to a bit of ... market research, surveys and trends
ETFs: Are the Criticisms Founded? « ETF Trends
The exchange traded fund (ETF) industry has grown considerably in the last 10 years. The currently available ETFs offer a wide range of investment opportunities. While not every fund may be right for you, does it justify criticism of the industry at large? ETFs are used by more and more entities: institutional investors who use ETFs to invest new money quickly or hedge existing positions, financial advisors who use ETFs to create low-cost portfolios for clients, respected educational endowments and average investors who use them for long- or short-term trades, remarks John Waggoner for USA Today . It’s no wonder, since ... market research, surveys and trends


The 2007 Report on Socially Responsible Investing Trends ...
Every two years a very exciting report comes out on the socially responsible investing (SRI) industry. It covers the scope of SRI in the U.S. - screening, shareholder advocacy, and community investing. Before we reveal the Trends Report's positive findings it is helpful to understand the definitions of SRI used by the Social Investment Forum, the national trade association for the socially and environmentally responsible investing industry, who released the report in March: Socially Responsible Investing Defined Socially responsible investing (SRI) is an investment process that considers the social and environmental ... industry trends, business articles and survey research
Legg Mason Out as Massachusetts Dumps Stock Pickers (Update1 ...
and four other firms as part of a plan to shift all U.S. equity assets from managers who actively pick stocks to buy and sell. The board of the $50.6 billion pension fund approved the switch at a meeting today, citing ``inconsistent performance,'' said Francy Ronayne, a spokeswoman for Massachusetts Treasurer Timothy Cahill in Boston. The money was assigned to portfolios run by State Street Corp. and three hedge funds that are designed to track the investment performance of indexes, or baskets of securities. ``We've determined that active managers add no value over long periods of time,'' ... industry trends, business articles and survey research
MSCI Announces the Results of the 2010 Annual Market Classification Review
a leading provider of investment decision support tools worldwide, announced today that there will be no changes in market classification as part of the 2010 Annual Market Classification Review. All countries that were considered for potential reclassification will remain under review for the 2011 Annual Market Classification Review. MSCI also released today the 2010 Global Market Accessibility Review for each of the markets under its coverage. As a reminder, every June MSCI communicates its conclusions following discussions with the investment community on the list of countries ... market trends, news research and surveys resources
Asian institutions building out internal investment capabilities
Asian institutions’ appetite for external asset management is growing slowly with the recovery in global markets, but new research from Greenwich Associates reveals that many institutions across Asia are making a longer-term commitment to managing assets in-house.  These conclusions are drawn from the results of Greenwich Associates’ 2010 Asian Investment Management Study, in which 84 of the largest institutional investors in Hong Kong, Macau, China, Taiwan, South Korea, Singapore and other Asian countries were interviewed. The institutions participating in the study together manage some USD5trn in assets, a sum ... market trends, news research and surveys resources


Rare Stamp and Autograph Investment Guide
Active management investment portfolios. With this option we do all the work for you. Our customer base is growing all the time. Last year we recruited over ... technology research, surveys study and trend statistics
Duration and Its Use in Investment Portfolios
DURATION AND ITS USE IN PUBLIC AGENCY INVESTMENT PORTFOLIOS. Doug Skarr .... They may use duration as a tool for either passive or active management. ... technology research, surveys study and trend statistics
"Today's fad is index funds that track the Standard and Poor's 500. True, the average soundly beat most stock funds over the past decade. But is this an eternal truth or a transitory one?" "In small stocks, especially, you're probably better off with an active manager than buying the market." "The case for passive management rests only on complex and unrealistic theories of equilibrium in capital markets." "Any graduate of the ___ Business School should be able to beat an index fund over the course of a market cycle." Statements such as these are made with alarming frequency ...
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Will I be penniless when I'm 80? | Ask MetaFilter
How can I start saving for retirement when my career will likely take me from the USA to New Zealand? I wish to benefit from the tax-free nature of a saving scheme like the 401k plans, but I do not expect to spend all that much of my career (or lifetime) in the USA. Is there any way to move 401k savings to a similar scheme in New Zealand without losing it all to the tax penalties for early withdrawal? Are there any cunning alternatives? Am I being silly in not just starting a 401k anyway, and if/when I move to New Zealand, leaving it idle for a few decades? What are the risks of doing this, considering I would not be able to ...