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Inveska View: October 2011
http://blog.inveska.com/2011_10_01_archive.html
Rating mutual funds and ETFs. Wednesday, October 26, 2011. Good data could help avoid lawsuits. At CJM Fiscal Management points out that "miseducation" of plan participants can lead to plan participants suing their 401(k) plan sponsor. He says, "Investment advice is required by law to be in the plan participant’s best interest; however investment education is not subject to this standard.". Friday, October 7, 2011. Consequences for bad funds. The Moneywatch blog has an amazing post by Nathan Hale. Sure, ...
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Inveska View: Call me when they announce the manager of next year
http://blog.inveska.com/2012/02/call-me-when-they-announce-manager-of.html
Rating mutual funds and ETFs. Tuesday, February 7, 2012. Call me when they announce the manager of next year. There tends to be a lot of talk around this time of year about the Morningstar Managers of the Year, which are announced in January for the previous year. That you should think of these like the Oscars, which say how good the actor's last. Dan Solin at HuffPo points out. That we don't really have enough data to know whether these managers were truly skillful or merely lucky. An admissions essay w...
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Inveska View: Can I really outsource my fiduciary responsibility?
http://blog.inveska.com/2012/02/can-i-really-outsource-my-fiduciary.html
Rating mutual funds and ETFs. Wednesday, February 1, 2012. Can I really outsource my fiduciary responsibility? Investing is complicated enough, and when you throw a bunch of Department of Labor regulations into the mix, things get even more complicated. So as this article in Investment News. So, as Ari Rosenbaum also points out. November 11, 2013 at 11:31 PM. November 1, 2014 at 10:18 PM. That is essay and reliable for the students. Subscribe to: Post Comments (Atom). There was an error in this gadget.
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Inveska View: November 2011
http://blog.inveska.com/2011_11_01_archive.html
Rating mutual funds and ETFs. Monday, November 28, 2011. Investigations into improper advice. Ari Rosenbaum's always informational blog. Recently brought my attention to an article. From Drinker Biddle detailing recent "investigations of broker-dealers related to their services to ERISA retirement plans.". The main points are:. That brokers and RIAs can act as plan fiduciaries even if they don't acknowledge that they are acting as plan fiduciaries, such as by giving individualized advice. The problem, as...
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Inveska View: September 2011
http://blog.inveska.com/2011_09_01_archive.html
Rating mutual funds and ETFs. Tuesday, September 27, 2011. Transparent as a brick wall. Inveska's algorithms are based on SEC-required disclosures that mutual funds must make. Easy, right? The SEC has a website, the disclosures are on there, so just go grab them. It's that easy, right? Well, it should be. And for many fund companies, it is. For Vanguard, Fidelity, Dodge and Cox, and others, it is that easy. Now, I suppose they would argue one of two things:. Monday, September 26, 2011. You want a strateg...
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Inveska View: February 2012
http://blog.inveska.com/2012_02_01_archive.html
Rating mutual funds and ETFs. Monday, February 13, 2012. Calling attention to a problem they help to cause. Karen Dolan has an article at Morningstar. About what she calls the biggest cost investors can control. No, not fees. In this case, we are talking about performance chasing. According to Morningstar's calculations, investors have lagged their funds by an average of 1.45% per year due to poor timing. This is even more than the 0.8% that was paid in fees. Tuesday, February 7, 2012. Performance was...
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Inveska View: January 2012
http://blog.inveska.com/2012_01_01_archive.html
Rating mutual funds and ETFs. Monday, January 23, 2012. If we could design the mutual fund landscape from the ground up. Our previous post discussed the poor results of mutual funds in 2011 at least partly due to the prevalence of closet indexing. So it was refreshing to see that one company is doing something really different. This article in the Christian Science Monitor. It will probably never happen — investors may not like the complexity of using lots of funds, and they could hurt their return...
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Inveska View: Calling attention to a problem they help to cause
http://blog.inveska.com/2012/02/calling-attention-to-problem-they-help.html
Rating mutual funds and ETFs. Monday, February 13, 2012. Calling attention to a problem they help to cause. Karen Dolan has an article at Morningstar. About what she calls the biggest cost investors can control. No, not fees. In this case, we are talking about performance chasing. According to Morningstar's calculations, investors have lagged their funds by an average of 1.45% per year due to poor timing. This is even more than the 0.8% that was paid in fees. April 14, 2012 at 1:46 AM.
