Archive for Mutual Funds

Synthetic ETFs v ETFs – It’s all about risk says Bernie Thurston Head of Delta One Data

Synthetic vs. Physical – It’s all about risk The debate around synthetic vs. physical ETFs keeps being raised. Unfortunately, without an independent ETF industry

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IFA Magazine Independent Financial Advisor Burning Issues ETF Trends

City Editor Neil Martin kicks off our new Burning Issue feature with a frank round-up of industry opinions about where exchange traded funds are

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Active ETFs

The credit crisis reaffirmed the idea that what begins in the US often ends up in Europe and, with our Eurozone crisis an added

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The Three Best Variable Annuities

Exclusive FREE Report: Jim Cramer’s Best Stocks for 2015. Director New York, issued by Lincoln National Life Insurance Company, ADAPTOR Lowest (Q), issued by

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Subaccounts As Good Their Clone Funds

The ever-increasing complexity of our securities laws has led to a great deal of confusion among investors over the differences between mutual funds and

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Vanguard Study of Active Share Performance Mutual Fund Observer Discussions

Hi Guys, A few days ago our intrepid linkster Ted provided several Active Share references. Those excellent references tickled my curiosity so I explored

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Style Drift

Style Drift Since the inception of returns-based style analysis and the ensuing development of sophisticated software that brought returns-based style analysis to the masses,

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Style Consistency s Effect On Fund Returns

Style Consistency's Effect On Fund Returns October 1, 2003 Two studies, two methodologies, two opposing points of view. What is the secret to picking

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Spotting Style Creep

BUSINESSWEEK INVESTOR Spotting ‘Style Creep’ When a fund starts to wander, returns can suffer If you own shares in Legg Mason Value Trust, you

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Responsible Investing Why Owning Too Many Funds Can Hurt You

Are you a mutual fund investor, or just a clutter collector? Many investors think that holding more mutual funds creates diversification—in theory buffering their

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