Archive for Stocks

if-index-funds-perform-better-why-are-actively_1 Is Your Active Manager Beating The Benchmark Index

By Luciano Siracusano, III Many tools exist today for investors to screen databases for the best performing managers in any given asset class. But

18 Апрель, 2015 No Comment Read More

is-one-man-s-index-another-s-benchmark_1 Is One Man s Index Another s Benchmark

Is One Man’s Index Another’s Benchmark? From our perspective, one of the more interesting stories to come out of the equity markets in 2011

17 Апрель, 2015 No Comment Read More

investing-results-use-a-benchmark_3 Investing Results Use a Benchmark

Investing Results: Use a Benchmark By: Jeff Brown Ask the average mutual fund investor how well a portfolio is performing and you’re likely to

17 Апрель, 2015 No Comment Read More

indexes-or-benchmarks-what-s-the-difference_1 Indexes Or Benchmarks What s The Difference

The terms benchmarks and indexes are often used interchangeably, but they are actually unique terms that describe different things. This Q&A aims to help

17 Апрель, 2015 No Comment Read More

going-beyond-the-fundamentals-of-benchmarks-and_2 Going Beyond the Fundamentals of Benchmarks and Getting it Right! Wealth Management Today

This is a summary of a session from the FRA’s Performance & Risk Measurement Symposium that was held in Boston on April 23-24, 2009.

17 Апрель, 2015 No Comment Read More

find-the-right-benchmark-to-judge-your-401k_2 Find the Right Benchmark to Judge Your 401k Investment Success

When it comes to investing our hard-earned dollars in mutual funds, we all want to keep up with the Joneses. You can tell if

17 Апрель, 2015 No Comment Read More

figure-out-your-rate-of-return_1 Figure out your rate of return

Let’s assume your portfolio had a balance of $100,000 at the beginning of 2011, with the money invested in a mix of four funds:

17 Апрель, 2015 No Comment Read More

mutual-funds-a-great-retirement-tool-for-new_1 Choosing the Right Investment Benchmark

By: Investor Solutions By: The Financial Planning Association Whether the stock market is going down, or up, most investors compare the performance of their

17 Апрель, 2015 No Comment Read More

benchmarks-decision-support-for-mutual-fund_1 Benchmarks Decision Support For Mutual Fund Investment

In this article A tool to gauge how an investment performed Choosing the right benchmark to use The limits of using indexes as a

17 Апрель, 2015 No Comment Read More

benchmark-your-returns-with-indexes-2_1 Benchmark Your Returns With Indexes_2

How to Beat the Benchmark Indexing’s Ultimate Irony Something funny is going on in the financial skunkworks of Valley Forge and Santa Monica. The

17 Апрель, 2015 No Comment Read More