Socially Responsible Investing Report – April 2017
With environmental and human rights concerns becoming more important to people, interest in the Socially Responsible Investing segment has never been stronger. In an effort to help keep investors and advisors informed on the SRI funds available, we have created our monthly Socially Responsible Investing Fund Report, which will be published on a monthly basis. You can download the April 2017...
Read MoreInvestment Fund Ranking Report – April 2017
Each month, we analyze nearly 2000 mutual funds, pooled funds, and hedge funds putting them through our proprietary quantitative valuation model. We then prepare our Monthly Fund Ranking Report which rates and ranks each of the funds in our universe based on a number of key risk / reward metrics. You can download our April 2017 Investment Fund Ranking Report here.
Read MoreActive versus Passive in Bear Markets
Active vs. Passive in Bear Markets Does active management earn its fees in down markets… The other day, I was talking with an advisor, and as it often does, the subject of conversation turned to the equity markets and the current level of valuation. Regardless of the metric, valuations appear to be above historical averages, which increases the likelihood of a market pullback. The...
Read MoreTop Funds Report – March 2017
Download a PDF Copy of this report February sees some calm return to markets Equities around the globe move higher, volatility touches multi-year lows. Valuations remain a concern… February was a good month for investors, with gains across the board. Equity markets were the big winners, with the foreign markets leading the way. The S&P 500 rose by nearly 4% in U.S. dollar...
Read MoreWRAP Funds Report – January 2017
Fund of Fund or WRAP funds have consistently led the mutual funds sales stats in the past few years. Investor and advisor interest in the products are at an all time high, given the unprecedented levels of market volatility and uncertainty that is prevalent in the markets today. To help you zero in on the best WRAP funds available, we have created our new Monthly WRAP Funds Report that will be...
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