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The value of advice

September 15, 2017

New research from InvestmentNews and Cambridge Investment Research shows how advisers can take a new approach to fees, M&A and succession planning to help accelerate the value of their services – and ultimately their businesses. The following...

Silver lining in BDC fundraising figures

December 21, 2017

The figures are in and they're miserable. During the first three quarters of this year, BDCs raised just $624 million ($832 million annualized) versus $1.5 billion last year. Worse, capital formation is off from the 2014 peak of $5.5 billion,...

Dividend investing in the Trump era: Dispelling three misconceptions

August 11, 2017

It's easy to feel good these days as stocks keep hitting new highs. But seasoned advisers know there's plenty of uncertainty out there ? a tumultuous political environment, the Federal Reserve revving up its tightening cycle, federal spending...

How the investor is lost in the active versus passive debate

July 25, 2017

Why is active losing out to passive? It's because most active managers have a dual mandate to serve both institutional and retail investors. The mandates, or expectations, of these two types of investors are vastly different, and they are in...

10 funds that sustained heavy losses in the first half

July 11, 2017

Just as there’s always a bull market somewhere on the planet, there’s always a place where the bears roam free. The Standard & Poor’s 500 stock index rose 9.3% in the first half of this year, and the international MSCI EAFE index jumped...

What 'Moneyball' can teach advisers about better portfolio construction

July 10, 2017

"We've got to use every piece of data and piece of information, and hopefully that will help us be accurate with our player evaluation. For us, that's our life blood." — Billy Bean, subject of "Moneyball: The Art of Winning an Unfair Game"...

Year's best performing alternative funds

November 20, 2017

Alternative funds, which mimic hedge-fund techniques to increase returns or reduce risk, soared in popularity in 2015 and 2016. How have they done this year? By and large, pretty badly. Hobbled by high fees and strategies designed to hedge downside...

Fed nudges savings rates higher

June 23, 2017

Cash is starting to get a bit less trashy. The Federal Reserve nudged short-term interest rates on June 14, and rates on short-term savings vehicles have started to reach levels that are almost compelling. The Fed raised its target level for...

Infrastructure funds building gains

June 7, 2017

If you think the roads in your neighborhood are bad, you should try driving in Tanzania, where you might not only break an axle, but get eaten by hyenas afterwards. In the vast scheme of human infrastructure, there are plenty of opportunities...

Yes, impact investing can be profitable

November 14, 2017

Impact investing is a growing movement capturing the attention of investors across the world. But too much capital is still sitting on the sidelines, which results in part from suspicions around financial performance. Throughout the industry's...

Vanguard founder John Bogle still prefers U.S. stocks

June 12, 2017

While a chorus of market experts is telling investors to look outside of the U.S. for big returns, at least one loud voice is singing a very different tune — Vanguard Group founder John Bogle. The 88-year-old investor, who started the first...

Investors do better with low-cost funds: Morningstar

June 5, 2017

If investors want to narrow the much-publicized shortfall between mutual funds' money-weighted and time-weighted returns and their own returns in those funds, they should use systematic investment programs and invest in lower-cost funds, according...

Knowledge-Based Investing: The Case for the HighMark Small Cap Core Fund

May 24, 2017

Derek Izuel of HighMark Capital Management recently joined Evan Cooper of InvestmentNews Content Strategy Studio to discuss the role small-cap investments play in a portfolio. To learn insights and tips on how to use knowledge-based investing...

Complex strategies lead to lower returns: study

May 30, 2017

If your actively managed fund's prospectus comes with a certain air of desperation, a recent paper from Queen's University in Ontario, Canada, explains why: As passive funds become harder to beat, active funds are increasingly using sophisticated...

Market gains concentrated in biggest stocks

May 26, 2017

So far this year, 15 stocks have accounted for 50% of the gains in the Standard & Poor's 500. Should you be worried? Not yet. According to preliminary data from S&P, the blue-chip index has gained 8.27% this year, including reinvested dividends....

Beware the potential pitfalls of investing in infrastructure funds

April 5, 2017

Infrastructure funds have steamrolled much of their competition this year, and, with the promise of $1 trillion in infrastructure spending under the Trump administration, money has been pouring into the funds. But if your clients bring up the...

Does Yale endowment's defense of higher-fee active management hold water?

April 13, 2017

Don't count out active managers just yet, the Yale endowment said. As Bloomberg's Janet Lorin reported Sunday, Yale University's endowment hit back at "fee bashers" in its recently released 2016 annual report. Yale gave voice to the battle cry...

Get smart about the future of trading

November 27, 2017

If there was ever an industry in transition, it's the investment management industry. The pace of change is accelerating and transforming investing. This continuous march in industry transformation began in the mid-1970s with the de-regulation...

Ned Davis: Passion for passive a 'bubble'

March 30, 2017

As assets continue to pour into passive index funds, backlash from active managers has risen. The latest salvo against passive investing comes from Ned Davis Research in a recent piece by the firm's founder titled "The Passive Investment Bubble."...

Beware of so-called 'liquid' alts for retail investors

October 30, 2017

In the independent broker-dealer and RIA space, the term "alternative investment" means exactly what it implies: It is an alternative to commonly held liquid investments traded on a public exchange. Alternatives can be inappropriate for those...

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