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8 Total results for product and free and sample content found
EPFR Fund Flows
By Ryan Nauman 01 Nov 2017
Solving the Issues Caused by Target-Date Funds
Topic Asset Allocation Global Investment Flows Risk Statistics and Mathematics
Zephyr Portfolio Analytics, EPFR Fund Flows
By Ryan Nauman 23 Aug 2017
Nearly 30 years have passed since William Sharpe introduced returns-based style analysis (RBSA) to the investment world in his landmark article, “Determining a Funds Effective Asset Mix.”
Topic Industry News Risk Asset Allocation Returns Based Style Analysis
Zephyr Portfolio Analytics, EPFR Fund Flows
By Ryan Nauman 09 Aug 2017
There are many reasons why one decides to invest in a particular investment - promising fundamental outlook, technical signals, emotional attachment, or learning.
Topic Industry News Risk Asset Allocation Returns Based Style Analysis
Zephyr Portfolio Analytics, EPFR Fund Flows
By Ryan Nauman 21 Jul 2017
People are living longer today than ever before, which is music to some people’s ears, as it provides more time with loved ones and the ability to have more and varied experiences. However, living longer poses an unanticipated risk—the possibility of outliving your money.
Topic Industry News Risk Asset Allocation Returns Based Style Analysis
Zephyr Portfolio Analytics, EPFR Fund Flows
By Ryan Nauman 17 May 2017
Over the past few years the investment management paradigm has shifted. An increasing number of retail investors have incorporated passively managed investments in their portfolios. Investment management firms have responded by adding new and exotic passive investments to their product lineups. However, passive investments are not immune to risk, and to some investors, the risk they are most concerned with is downside risk.
Topic Industry News Risk Asset Allocation Returns Based Style Analysis
PSN Enterprise, Zephyr Portfolio Analytics
By Ryan Nauman 21 Apr 2017
The consensus among economists is that inflation will increase to north of two percent in 2017, which would mark the first time since prior to the Credit Crisis that we’ve experienced consecutive years of inflation above two percent. We examine how financial professionals can use different asset classes to help position client portfolios to guard against inflation as well as contribute to total returns. We also list some of the top performing strategies from the PSN Global Manager Neighborhood database for each asset class during years of inflation over two percent.
Topic Industry News US Presidential Election Risk Changing Rate Environment
IGM FX and Rates, IGM Credit, EPFR Fund Flows
By Marcus Dewsnap 23 Nov 2016
The 4 December Italian Constitutional Referendum provides the next opportunity to stick a thumb in the eye of 'the Establishment'. Ironically, PM Renzi was originally chosen because he did not represent the perceived vested interest.
Zephyr Portfolio Analytics
By Ryan Nauman 18 Aug 2016
In conjuction with this article on the Drawdown Risk statistic, we have added a new downside risk template to Zephyr StyleADVSIOR's template library.
Topic Risk
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