With thousands of mutual fund offerings within the actively-managed fund space, how does Multnomah Group successfully identify attractive funds within each asset class? The process begins with an initial screening to narrow the universe to a manageable list ...
Retirement plan investment menu design depends on two key decisions: what asset classes are to be included and what mutual funds ...
In her latest blog post Tina Beltrone, our senior investment analyst, rightly notes the following: “Active and passive strategies ...
When onboarding new clients, we typically have the opportunity to review work previously done by consulting firms who worked with ...
It is a well-known fact that few active managers can consistently beat the market, especially over long-term periods. In fact, ...
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Some indices have come to dominate asset class investing, such as the Russell 1000® Value, used to represent the large cap value ...
According to a 2017 study provided by the World Bank, emerging countries are expected to continue to represent an increasingly ...
The U.S. economy plodded along at an annualized rate of 1.4% in the first quarter. This is consistent with the late stage ...
We assign funds to any number of categories for comparative purposes: large cap or small cap, foreign equity or domestic, value ...
Did you know that about 40% of the gain from the FTSE Russell 1000 Growth Index for the first five months of 2017 was from six ...
As predicted, the Federal Open Market Committee (FOMC) raised the federal funds rate by 25 basis points (bps), now 1.00% to ...