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60 Total results for product and free and sample content found

Zephyr, EPFR

Revisiting Sharpe’s “Tracks in the Sand”

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

iMoneyNet

Liquidity Investors Consider Strategies for Short-Term Cash

By Paul Adams, iMoneyNet Editor 18 Aug 2017

The results of recent surveys of institutional investors suggest that a range of issues may be inclining institutional investors to consider alternative investments in addition to money-market funds for the management of their short-term cash.

Topic Asset Allocation

Zephyr, EPFR

Environmental, Social, and Governance Standards Changing How Investors View Corporations

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

iMoneyNet

Floating-NAV Primes Buck an Industry Trend

By Mike Krasner, iMoneyNet Managing Editor 09 Aug 2017

Prime Institutional money-market funds, consistently less likely than other Taxable MMFs to grant fee waivers, are now the most likely funds to offer some breaks to investors when it comes to charged expenses, according to iMoneyNet’s latest Money Fund Expense Report™.

Topic Asset Allocation

Zephyr, EPFR

Keeping Longevity From Killing Your Clients' Retirement

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

iMoneyNet

Money-Fund Rivals Show Quarterly, Yearly Asset Growth

By Mike Krasner, iMoneyNet Managing Editor 11 Jul 2017

Our Enhanced Cash Report™ data for the three-month period that ended in March detailed $647.0 billion of combined U.S. and Offshore portfolio assets, when converted to dollars, compared to $606.7 billion in the final 2016 quarter.

Topic Asset Allocation

PSN Enterprise, Zephyr

Factoring in Factors

By Ryan Nauman 26 Jun 2017

Ryan Nauman takes a look at using factor investing, or so-called "smart beta" investment strategies, in client portfolios. 

Topic Returns Based Style Analysis Manager Analysis

PSN Enterprise

Q1 2017 PSN Top Guns - Markets Display Resiliency

By Ryan Nauman 05 Jun 2017

Read the market review for Q1 2017, showing resiliency in U.S. markets through uncertain times. U.S. equity markets continued to hit record highs during the quarter (S&P 500 +6.07%) as investors pin their hopes on reduced taxes and regulation and an increase in infrastructure spending. The Federal Reserve hiked interest rates based on an improved outlook for the economy and inflation, while soft data continues to paint a rosy picture.

Topic Industry News US Presidential Election Changing Rate Environment