January 2015 - Fundopedia

Behavioral Finance…

A Couple Lessons Learned from Recent Experience

22 Jan 2015January 22, 2015

Not only did the investing herd have the outlook for rates wrong, but it was uniformly inquiring about the wrong thing. Asset prices are often set to allow for the…

Asset Allocation…

How does the current risk profile of the U.S. Aggregate Index affect the choice between indexing and active management?

9 Jan 2015January 9, 2015

Since the financial crisis, government policy and direct issuance of Treasury securities have resulted in increased duration and lower yields in the Barclays U.S. Aggregate Index. These changes pose a…