Posts Tagged ‘benchmark’
Investment Governance Overview: Is my investment advisor doing a good job?
It’s difficult to answer the question, “Is my investment advisor doing a good job?” Predictably, all investment advisors report…
Read MoreIs your client’s investment advisor better than average?
Vanguard vs. Client: The Vanguard LifeStrategy Moderate Growth Fund (VSMGX) is (1) well diversified (60% global stocks and 40% bonds), (2) inexpensive (0.15% per year), (3) has a long and successful 20-year track record, and (4) is really big ($15b). How does your client’s moderately allocated portfolio with a similar risk and return profile compare…
Read MoreThe Emperor Has No Clothes
The investment industrial complex does not want you to know how to evaluate its members. If it did you would have easy access to the following data: Each investment advisor would establish a target rate of return that could be measured against in future years. Each investment advisor’s portfolio would be compared to several reasonable…
Read MoreWhy the “Passive vs. Active” Investment Debate is the Wrong Issue
The investment industry is embroiled in a “great debate” concerning which investment philosophy is best: active vs. passive management. The debate concerns how the building blocks (asset classes) that make up the portfolio are constructed. The raging question is whether investment advisors should use passive index funds and ETFs as the building blocks or whether…
Read More