Category: Investments


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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SEC Conducts Financial Literacy Study

Study Regarding Financial Literacy Among Investors As Required by Section 917 of the
Dodd-Frank Wall Street Reform and Consumer Protection Act.

Highlights of the information gathered from the research include:
• Existing Level of Financial Literacy. Studies reviewed by the Library of Congress indicate that U.S. retail investors lack basic financial literacy. The studies demonstrate that investors have a weak grasp of elementary financial concepts and lack critical knowledge of ways to avoid investment fraud.

 

CLICK HERE TO VIEW PDF

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Whithier Oil 2010

It seems like every summer I write about the price of gasoline. It is no coincidence that the months when consumer demand is the highest see the highest prices for gasoline, but don’t blame the gas station owners or franchisees. Big Oil companies, Wall Street speculators, and middle eastern sheikdoms drive the price of oil.

Back in March oil was $37.00 a barrel. On Friday, June 5 it briefly touched $70 to drop a few pennies and settle around $69. Usually we talk about markets ...

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