According to the 2017 Investment Company Fact Book published by the Investment Company Institute, investors’ capital in defined contribution and other retirement plans held $7.6 trillion or 56% in U.S. or global equity funds. Out of this $7.6 trillion, $5.9 ...
BlackRock, the large investment company based in New York, recently slashed prices for many of their passive index offerings in ...
With thousands of mutual fund offerings within the actively-managed fund space, how does Multnomah Group successfully identify ...
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 ...
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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, ...
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 ...