Articles For Financial Advisors
As advisors, we sometimes forget the basics: a stock represents a fractional ownership interest in a publicly traded corporation.
Articles For Financial Advisors
One way academic researchers measure investment risk is by looking at stock price volatility.
Articles For Financial Advisors
Table 9 lists the largest mutual funds in the U.S. as of December 2015, according to MarketWatch.com.
Articles For Financial Advisors
Arnott (1993) and Odelbo (1995)
Articles For Financial Advisors
A cornerstone of indexing advocates is based on securities markets being efficient.
Articles For Financial Advisors
Wells Fargo Investment Advisors were the first to use indexed portfolios for some of their institutional pension plans from 1969-1971.
Articles For Financial Advisors
A fund’s duration can sometimes be a misleading measurement of interest rate risk if the bond fund has a meaningful weighting in convertibles, fore
Articles For Financial Advisors
Fund popularity can be measured by percentage change in net cash flow over a stated period.
Articles For Financial Advisors
Bogle (1999b) concluded 92% of return shortfall for active managers was due to expenses.
Articles For Financial Advisors
In general, a currency futures contract locks in the exchange rate between two currencies.
Articles For Financial Advisors
Most of the information from Table 5 comes from State Street’s SPDR ETF website. SPDR ETF symbols are shown in parentheses.
Articles For Financial Advisors
Barron’s defines R2 as a mutual fund term indicating “on a scale of 0 to 100, the percentage of a fund’s performance…explained by moveme
Articles For Financial Advisors
For investors, serial correlation, also referred to as autocorrelation, measures predictability of returns from one period to the next.
Articles For Financial Advisors
Systematic risk principle states expected return depends solely on asset’s systematic risk.
Articles For Financial Advisors
Beta measures market risk, also known as systematic risk.
Articles For Financial Advisors
A 2004 AAII Journal article by Daniel Burnside, How Many Stocks Do You Need to be Diversified, points out even a 100-stock portfo
Articles For Financial Advisors
One way academic researchers measure investment risk is by looking at stock price volatility.
Articles For Financial Advisors
From the beginning of 1980 through August 24, 2015, there have been just 29 instances (29/1851 weeks = 1.5% of the weeks) when the S&P 500 drop
Articles For Financial Advisors
From March 2009 to March 2014, stocks returned 26% a year, as measured by the Wilshire 5000.
Articles For Financial Advisors
The $33 billion Harvard portfolio is the largest endowment fund in the world.
