Model Portfolio Review – December 2012
The portfolios were again positive, but slightly underperforming their respective benchmarks. The fixed income funds were relative outperformers, while our equity funds, particularly the Renaissance Global Health Care Fund were laggards. Despite this recent underperformance, the risk reward metrics for the portfolios remain within expected ranges. You can download our detailed Portfolio Review...
Read MoreInvestment Fund Ranking Report – December 2012
Each month, we analyze more than 1200 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. You can download our December 31, 2012 Investment Fund Ranking Report here.
Read MoreSocially Responsible Investing Report – December 2012
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 December 2012...
Read MoreWRAP Funds Report – December 2012
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...
Read MoreU.S. Fiscal Cliff Averted
Last minute deal on tax cuts saves billions In the final quarter of 2012, the dominant headline overhanging the markets was the U.S. Fiscal Cliff. This so called cliff would have resulted in a significant increase in taxes for many American families and a sharp reduction in government spending, if an agreement were not reached. According to some estimates, the combined impact would reduce U.S....
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