| To receive
a copy of a FundQuest white paper, click
on the link below. |
| |
|
| |
Practical
Applications of Exotic Beta |
| |
|
| |
Exotic beta
is a concept that was first introduced
in the hedge fund world. The term refers
to a premium associated with exposure
to a particular asset class. This white
paper focuses specifically on the methodology
of determining exotic beta, reports
which investment categories produced
positive exotic beta. The conclusions
discuss how an investor's overall portfolio
can benefit from incorporating one or
more of these categories into their
portfolio. |
| |
|
| |
Practical
Applications of Active and Passive Management:
Examining Real Alpha and Exotic Beta |
| |
|
| |
FundQuest performed an
analysis comparing the benefits of active
versus passive (index based) portfolio
management. This research paper summarizes
which approach to investment management
has produced better historical performance
in specific categories. The paper examines
the historical performance of over 16,000
actively managed mutual funds in 58
categories representing over $7 trillion
of assets.
|
| |
|
| |
FundQuest
White Paper--Retirement Income Management:
A Process-Centered Approach |
| |
This FundQuest white paper describes a new set of best practices that financial institutions and their advisors can employ to provide retirement income management services. Analysis, planning, implementation, withdrawal strategy, ongoing monitoring, and plan adjustment are delineated in the context of a process-centered full-cycle approach. This 23-page paper also highlights: the current state of the industry, current products and tools, and the key needs of advisors and investors during the pre-retirement transition and in-retirement phases. |
| |
|
| |
Understand Five Critical Retirement Trade-offs: a FundQuest Point of View on Retirement Income Planning |
| |
This two-page article defines the five trade-offs that both investors and advisors need to consider (and often overlook) during the retirement planning process. The author, FundQuest’s Director of Retirement Income, provides hypothetical examples of these trade-offs on a couple preparing for retirement. |
|
