The question remains: Do the new DOL mutual fund reporting requirements merely add to the worries of 401k plan sponsors?
Tag "passive-active"
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Some surprises of shoddy reporting in what might normally be considered a quiet week. And some good reporting, too.
Professor Lee’s research exposes two myths that make it critical for 401k plan sponsors to fully vet all the relevant research as part of their standard due diligence process.
With the decline of Modern Portfolio Theory as the default operative model, sophisticated investors seek the Holy Grail – the theoretical basis for determining when active will beat passive and when passive will be active. Has it now been found?
Awful returns suggest investors should have shunned equities during the century’s first decade. Or do they? A closer examination reveals a surprising conclusion, one that might upset the fastest growing segment of the financial industry.
Want to know when Active Beats Passive? A Journal of Investing study may just have the answer.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 6/17/11
This week we learn to ask the question: “If the regulators don’t care, why should the investors?” Which is like saying “If the police don’t care, why should the victims?” On a brighter note, John Bogle isn’t happy he’s been proven wrong.