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Search Results for: "benchmark"
The Stock Market is Not Your Benchmark
Finding the right benchmarks in life.
The Tyranny of Benchmarking
A number of years ago the firm I worked for went through a lengthy review process of the compensation policies for our investment team. Management was trying to make sure our pay was aligned with industry averages but specifically, they were overhauling our bonus pool. A compensation consultant was brought in. The process took a…
How Should Alternative Investments Be Benchmarked?
Following my recent piece on the future of the hedge fund industry, a reader asked: Interest rates are too low and stock market volatility is too high so we have to hold some alternatives in our client portfolios. Our problem is how do we benchmark these funds? S&P 500? 60/40 portfolio? A hedge fund index?…
The Pitfalls of Benchmarking
The latest SPIVA numbers are out and once again it doesn’t look too pretty in terms of active management’s ability to outperform their benchmarks: The passive management revolution, the zero-sum nature of investing, the fact that markets are so competitive these days and the high cost of active management are the prime suspects for these…
Are You on Track For Retirement?
How do you track your progress towards retirement?
Talk Your Book: J.P. Morgan’s Guide to ETFs
On today’s show, we are joined by Jon Maier, Chief ETF Strategist and Shayan Hussain, Head of U.S. Investment Specialists at J.P. Morgan Asset Management to discuss the growth of ETF products, asset flows in and out of thematic ETFs, fixed income benchmarking, active investing with fixed income, and much more!
Talk Your Book: Investors Love Cash Flow
On today’s show, we are joined by Barry Martin, Portfolio Manager of Shelton Equity Income Fund to discuss what it means to have shares called away, what makes a good stock to write a call option on, understanding the relationship between volatility and option premiums, how rates affect call option strategies, and much more!
15 Ways to Lose Money in the Markets
How to make poor investment decisions.
Talk Your Book: Quality Growth Investing
On today’s show, we are joined by Kevin Walkush, Portfolio Manager at Jensen Investment Management to discuss what quality means to Jensen, why META was removed from the portfolio, thoughts on AI and tech bubbles, the most exciting sectors for the long term, how interest rates affect valuation models, hallmarks for great quality businesses, and much more!
