Category: Investment Management


The Future by Ron Surz

Peer into the Future of Hedge Fund Evaluation:
Send in the Clones
The very thing that makes hedge funds attractive makes them impossible to group together. Hedge funds are unique. That’s their main attraction. The definition of unique is “without peers,” so we cannot group unique. For example, grouping long-short managers into a peer group is absurd because each manager has his own unique approach long and his own unique approach short. A manager can be long value and short ...

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Target Date Fund Safe Harbors Attract A Minefield of Imminent Litigation

Fiduciaries generally believe that they are protected from litigation by two safe harbors in their selection of target date funds (TDFs):
1. Properly structured TDFs are Qualified Default Investment Alternatives (QDIAs) under the Pension Protection Act of 2006. Form over substance.
2. There is safety in numbers, so choosing one of the most popular TDF providers is prudent. Fidelity, T. Rowe Price and Vanguard manage 75% of the blossoming TDF market. You can’t go wrong with a brand name. Or ...

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Patent Awarded for Pioneering Safe Glide Path

Target Date Solutions, a leader in target date fund research and design, was awarded a patent today for the methodology in its Safe Landing Glide Path® (SLGP). The SLGP process integrates the tenets of Modern Portfolio Theory with the disciplines of risk management and liability-driven investing.

 CLICK HERE TO VIEW PDF.

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