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- Trading Is Hazardous to Your Wealth: The Common Stock Investment Performance of Individual Investors
- "Individual investors who hold common stocks directly pay a tremendous performance penalty for active trading. Of 66,465 households with accounts at a large discount broker during 1991 to 1996, those that trade most earn an annual return of 11.4 percent, while the market returns 17.9 percent. The average household...
- White papers 2000-04-01
- Hedge Funds: The Living And The Dead
- This paper examines survivorship bias in hedge fund returns by comparing two large databases. It finds that the survivorship bias exceeds 2% per year. Results of survivorship bias by investment styles indicate that the biases are different across styles. It reconcile the conflicting results about survivorship...
- White papers 2000-03-01
- The Costs And Benefits Of Waiting To Invest
- Many investors periodically find themselves with a significant sum to invest in the stock market. Such cash might include money from bonuses, profit-sharing distributions, or just accumulated savings. Should the money be invested immediately or should investors wait for a better time to invest? The Schwab Center for Investment Research...
- White papers 2000-01-01
- Staying The Course: The Impact Of Investment Style Consistency On Mutual Fund Performance
- While a mutual fund's investment style influences the returns it generates, little is known about how a manager's execution of the style decision might affect performance. Using multivariate techniques for measuring the consistency of a portfolio's investment mandate, this article demonstrate that more style-consistent funds tend to produce higher total...
- White papers 2002-03-08
- The Equity Premium
- The equity premium – the difference between the expected return on the market portfolio of common stocks and the risk free interest rate – is important in portfolio allocation decisions, estimates of the cost of capital, the debate about the advantages of investing Social Security funds in stocks, and many...
- White papers 2001-04-01
- It's 11 P.M.—Do You Know Where Your Employees' Assets Are?
- Defined-contribution DC plan assets are managed in ways that would cause fits if practiced in traditional institutional investment settings such as defined-benefit pension funds, foundations and endowments. On average, DC-plan managers incur higher costs and embrace a level of risk that would simply be viewed as unacceptable by institutions managing...
- White papers 2001-10-01
Additional Resources
- Index And Enhanced Index Funds
- Dimensional Fund Advisors' investment strategies provide access to a wide range of fixed income and equity risk dimensions. The funds under management are either "index funds," designed to closely track the returns of an index, or "enhanced index funds." Of the assets under management, approximately 90% are invested in enhanced...
- White papers 2001-04-01
- Index funds push State Street to No. 1
- State Street Global Advisors, king of unmanaged index funds, has usurped Fidelity Investments from its place as the largest U.S. money manager. Boston-based State Street reached $1.1 trillion in assets in 2003, according to Institutional Investor magazine. Hometown rival Fidelity ranked third, with $964 billion. In second place: $1.07...
- Research articles 2004-07-14
- AARP Mutual Funds: Is AARP Looking Out for You?
- The giant nonprofit offers multiple financial products, but are they any good? First under the microscope: AARP?s $202 million mutual-fund family. The AARP Funds Switcheroo AARP has sold mutual funds for 25 years, but the group switched course dramatically in...
- Articles 2009-07-09
- People News: Roe to run enhanced index funds at SSgA.(State Street Global Advisors appoint Simon Roe)(Brief Article)
- Growth in demand for enhanced indexation funds has seen State Street Global Advisors SSgA appoint Simon Roe as senior investment manager in the enhanced equity group. Growth in demand for enhanced indexation funds has seen State Street Global Advisors SSgA appoint Simon Roe as...
- Research articles 2002-10-07
- Goldman indexing web stocks.(Goldman Sachs E-Commerce Index)
- Goldman Sachs Group Inc launched the Goldman Sachs E-Commerce Index, which includes 39 unnamed stocks. An increasing number of Internet index funds are based on the ... Goldman Sachs Group Inc launched the Goldman Sachs E-Commerce Index, which includes 39 unnamed stocks. An increasing...
- Research articles 1999-08-09
- Pentegra Retirement Services - Primary Plan Fiduciary for Over 500 Financial Institutions - Selects State Street Global Advisors as its New Investment Manager
- WHITE PLAINS, N.Y. -- Pentegra Retirement Services today announced that it has chosen State Street Global Advisors SSgA as its new investment manager for its more than $1 billion in qualified plan assets as part of its ongoing commitment to providing its clients with quality institutional funds. After extensively reviewing...
- Research articles 2005-12-26
- The Best Mutual Funds From DFA and Vanguard
- For buy-and-hold investors, the most important factor that determines success is proper asset allocation. There are many places to invest money and get an adequate return. Great asset allocation should, over a long time, add a few percentage points to the return while reducing the inevitable volatility of investing in...
- White papers 2003-01-01
- Cheap index funds on rise.
- Byline: Richard Webb Aug 23, 2005 (The Australian Financial Review - ABIX via COMTEX) -- It is estimated that exchange traded funds ETFs now have a global value of around ...
- Research articles 2005-08-23
- Who Will Survive the Mutual-Fund Shakeout?
- In a struggle that will almost certainly result in fewer and larger players, fund management companies are using diverse tactics to compete for a shrinking asset pool. After spectacular stock market losses and client withdrawals, firms seek a competitive edge in various ways as the industry consolidates. ...
- Blog posts 2009-04-03
- Here Come the "Safe" Stock Funds
- As sure as rain begets mudslides, the bear market has spawned a menagerie of new "safe" equity investments. But only one is worth a cautious try. ...
- Articles 2009-05-28
- Charles Schwab - Conservative but Smart
- Charles Schwab SCHW gained $22 billion in new client assets during the fourth quarter. The online broker got over 200,000 new 401K plan participants and brought in an unprecedented $13 billion in assets from disgruntled investment advisors who left other firms. This is probably an ongoing trend given the disillusionment...
- External links 2009-02-16
- Mind Over Money | BTalk Australia
- (13min 03) On today's BTalk Australia Phil Dobbie talks to Adrian McMaster, author, psychologist and financial adviser. Adrian's book "Mind Over Money" Wilkinson Publishing explains how the way you live can determine how wealthy you are. He explains the three simple rules and how to implement them, together with the...
- Blog posts 2008-12-01
- The Future of Investing
- Want to pick a date for the stock market to get back to its 2007 high? You may need a calendar that goes to 2017. ...
- Articles 2009-06-22
- ISE Announces Relationship with First Trust Advisors to Bring ETFs to Market Based on Three Proprietary ISE Indexes
- NEW YORK -- The International Securities Exchange (NYSE: ISE) announced today that it has entered into an agreement with First Trust Advisors L.P., a major investment management firm, to create and list Exchange-Traded Funds ETFs on three proprietary ISE indexes. First Trust plans to develop ETFs based on the ISE...
- Research articles 2007-02-26
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