FA Whitepapers

 

June 2016  

Mid-Size Is the Right Size

SSN
Like advisors across the country, you might be considering which independent broker dealer would be a good fit for you and your practice. Highly independent “Joe” is representative of many advisors who are looking for the right balance between solid business, compliance support, and the comfort of a family-style culture.
 

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June 2016  

The hidden risks of going passive

Schroders
Disaffection with underperforming fund managers can push investors towards ‘passive’ management of their assets. However, passive strategies can contain unwelcome biases and hidden concentration risks, while also increasing investors’ exposure to wider systemic risk.  We think it would be a mistake to believe that going passive is a low risk route to success, as many active managers can potentially outperform passive indices over the long term.  However, investors should be careful not to let high expenses and asset allocation miscues cancel out any excess return potential.

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June 2016  

Help Wanted

Natixis
Trapped between expectations for 9.5% returns and strong apprehensions about investing in persistently volatile markets, investors believe professional financial advice is worth the fee, reveals Natixis Global Asset Management’s  fifth-annual Global Survey of Individual Investors.  The 2016 report offers a look inside the expectations of 7,100 investors in 22 countries.
 

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June 2016  

There's no such thing as typical.
Recognizing differences in order to build better retirement solutions.

SSgA
It’s a simple fact: No two retirement plan participants are alike. So why do so many retirement plan solutions treat them as if they have the same goals, preferences, and expectations just because they're the same age? At Stadion, we think it’s time for something better than off-the-shelf target-date funds—flexible and scalable managed account solutions that consider the individual needs of the participant.
 

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June 2016  

ROE: A Compelling Case For Investors

Jensen
At Jensen Investment Management, we believe that Return on Equity (ROE) is a very useful criterion for identifying companies that have the potential to provide attractive returns over long periods of time. Our experience and research suggest that our requirement of consistently high Return on Equity results in a universe of high-quality, profitable companies that are able to generate returns above their costs of capital in a variety of circumstances and economic environments. Further, we believe that this universe produces companies with sustainable competitive advantages, strong growth potential and stocks with a lower beta relative to broad market indices. This paper serves to illustrate the reasons why we use Return on Equity the way we do, and why we use it for the first step of our fundamental investment process.
 
 

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For more complete information about the Jensen Quality Growth Fund including investment objectives, risks, fees and expenses, please call 800.992.4144. Read the prospectus carefully before you invest or send money.
 
Mutual fund investing involves risk. Principal loss is possible. The Jensen Quality Growth Fund  is non-diversified, meaning that it may concentrate its assets in fewer individual holdings than a diversified fund, and is therefore more exposed to individual stock volatility than a diversified fund.
 
Quasar Distributors, LLC.

June 2016  

Choosing between ETFs and mutual funds:
Strategy, then structure

Vanguard
Mutual funds and ETFs are increasingly popular investment vehicles. They share a lot of similarities; both are pooled vehicles that provide exposure to various markets, diversification, and generally reasonable investment costs. So how do you decide which best supports your client's investment strategy?
In this research paper, Vanguard experts Joel Dickson, David Kwon, and Jim Rowley delve into how to choose between mutual funds and ETFs. They examine similarities and differences, both perceived and actual, between the two vehicles and the four key factors to consider when deciding between them.
Use this paper to:
  • Discover why investment strategy, trading flexibility, accessibility, and costs are the four key factors to consider when deciding between mutual funds and ETFs.
     
  • See which investment strategies feature mutual funds more often and which favor ETFs.
     
  • Examine the similarities and differences between ETFs and mutual funds.
     

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