WRAP Funds Report – October 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 MoreSocially Responsible Investing Report – October 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 October, 2012...
Read MoreInvestment Fund Ranking Report – October 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 October 31, 2012 Investment Fund Ranking Report here.
Read MoreMutual Fund Recommended List Review
Central bank easing pushes global equities higher Market Recap Late in the quarter U.S. Federal Reserve Chairman Ben Bernanke announced a $40 billion per month plan to buy up mortgage backed securities indefinitely, and a pledge to keep interest rates extremely low until at least mid 2015. Also in September, European Central Bank President Mario Draghi announced his plan to inject liquidity into...
Read MoreThe Changing Role of Fixed Income
Bonds can no longer be expected to be major contributors of return in your portfolio Month after month, the Investment Funds Institute releases their monthly sales statistics, and each month, without fail, fixed income funds continue to see big inflows of new money while equity funds see net outflows. As of September 30, bond funds saw $15 billion of new money while investors pulled more than...
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