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a copy of a FundQuest white paper, click
on the link below. |
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Correlation Retreats:
Active vs. Passive Investment Strategies |
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FundQuest's 2011 analysis of active and passive management encompassed in excess of 32,000 mutual funds over the 30-year period ending February 28, 2011. The study seeks to identify which categories should be biased towards active vs. passive management and the percentage of assets that should be allocated to active management. Additionally, FundQuest examined and analyzed the space from a new angle: active manager performance during market environments where correlation is persistently above or below the long-term average.
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Operational Due Diligence- The New Normal |
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Risk management is of vital importance when making critical financial decisions in an investment strategy. There are several approaches to risk management, one of which has historically been given little more than cursory attention but is central to a successful investment philosophy – operational due diligence (ODD). While investment due diligence is the traditional means for evaluating investment strategies, operational due diligence focuses specifically on the fundamental business practices of an investment operation. Employing ODD to augment the investment due diligence process can help to expose any flaws within an investment firm’s trading, custody, and operational procedures. |
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ETFs Are Not All Created Alike-How to Navigate the Rapidly Evolving ETF Landscape |
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The ETF landscape is changing quickly and innovative products are introduced continuously. While this trend is exciting, it poses a challenge for today’s financial advisors. This white paper presents various methods and tools that may be used to evaluate ETFs. This information may help investment professionals to better navigate this unique marketplace to identify ETFs that are appropriate for client portfolios. This paper will also highlight the pros and cons associated with some of the newer categories of ETFs.
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Is Asset Allocation Dead? |
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This research paper examines the effectiveness of asset allocation and diversification in up and down markets over multiple time periods. The author, Jane Li, is Manager, Investment & Research at FundQuest.
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FundQuest
White Paper--Retirement Income Management:
A Process-Centered Approach |
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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. |
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Understand Five Critical Retirement Trade-offs: a FundQuest Point of View on Retirement Income Planning |
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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. |
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