Sentences with phrase «investment research literature»

While the investment research literature indicates that passive index mutual fund strategies lead to better net performance on average, The Pasadena Financial Planner does not expect that actively managed mutual funds will disappear.

However, the investment research literature does provide some modest evidence that substantially inferior past mutual fund performance is more likely to lead to inferior mutual fund returns in the future.

If they really understand the investment research literature — and most securities sales people do not — then they just hope that you will never figure it out.

The financial services companies that they work for do not teach them about the findings of the investment research literature.

The investment research literature says the opposite.

The investment research literature repeatedly demonstrates that a fully diversified, low cost investment strategy is superior.

Brockton Eaton presents Long Term Investment Strategies posted at Retirement Investment Strategy, saying, «The investment research literature repeatedly demonstrates that a fully diversified, low cost investment strategy is superior.»

(The technique of using best - fit benchmarking to discern whether investment results are likely to be due to investment fund manager skill versus variations has become widespread in the investment research literature.

To summarize the investment research literature, the academic consensus is that you should prefer to hold your stock or equity assets in your taxable accounts and you should prefer to hold your cash and fixed income assets in your tax - advantaged accounts.

Not exact matches

Anyone who spends much time reading literature and research about the investment marketplace will sense a strong current of preference towards low cost, index - based investing.

In the case of municipal and corporate bond funds, the fund company literature, such as the fund prospectus and independent investment research reports, will report an «average credit quality» for the fund's portfolio as a whole.

Smart Betas Trading To us, the smart beta moniker refers to rules - based investment strategies that use non-price-related weighting methods to construct and maintain a portfolio of stocks.1 The research literature shows that smart beta strategies earn long - term returns around 2 % higher than market capitalization - weighted indices.

To us, the smart beta moniker refers to rules - based investment strategies that use non-price-related weighting methods to construct and maintain a portfolio of stocks.1 The research literature shows that smart beta strategies earn long - term returns around 2 % higher than market capitalization - weighted indices.

To make this research literature better available for individual investors, during 2003, he started to author and publish finance and investments academic research article summaries on his oldest how to invest money education website, The Skilled Investor.

Support for this exhibition and its programming has been provided by the Smart Museum's Pamela and R. Christopher Hoehn - Saric Exhibition Fund, Nuveen Investments, the Consulate General of the Federal Republic of Germany, the University of Chicago's Arts Council, the Franke Institute for the Humanities, and the Center for Interdisciplinary Research on German Literature and Culture.

Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines