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a copy of a FundQuest white paper, click
on the link below. |
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What Now-Active or Passive Management?
Examining Real Alpha and Exotic Beta |
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FundQuest’s research study has been enhanced and includes updated data,
broader coverage, and a more robust methodology, to best address concerns
about when to use active versus passive (index based) investments in
portfolios. This new research examines the historical performance of
over 30,435 U.S. domiciled mutual funds in 60 categories representing
almost $4 trillion of assets.
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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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