In a recent white paper, “Vanguard – Quantifying Advisor Alpha“, mutual fund company Vanguard attempts to quantify the added value of the “passive” investment advisor.
In a recent Institutional Investor article, authors Clifford Asness and John Liew, offer an interesting and entertaining look at the evidence for and against market
Is it a coincidence that seemingly every prospective client’s taxable account currently managed by a brokerage firm includes the same two security types; expensive actively-managed
Quick read on CNNMoney on the history of Dimensional Fund Advisors (DFA) and the firm’s investment philosophy…
Much has been made recently of the weak performance of Emerging Market (EM) equities both on an absolute and a relative basis. As we can
A new look at the costs of actively managed mutual funds is the subject of an article written by John Bogle, the founder of the
In a recent New York Times article, Robert Olstein, the portfolio manager of the actively-managed Olstein All Cap Value fund, offers his take on how
Professor Fama is credited with developing the Efficient Market Hypothesis, the academic theory which explains why one should expect index funds to outperform actively managed
In the summary description of the book The Signal and the Noise: Why So Many Predictions Fail – But Some Don’t, written by political forecaster,
Ian A. Post, CFA, CFP®
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