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2 Resources for

ppca

The Importance of Investment Policy: A Simple Answer To A Contentious Question: The long-held belief that investment policy accounts for more than 90% of performance results has recently been questioned by critics of the study that established this belief. While the critics suggested - but failed to agree on -- alternative measures to better estimate the importance of investment policy, they unanimously...; Tags: Policy, PPCA, Investment Policy, Performance Management, Human Resources, Workforce Management; White papers 2003-01-01
The Truth About Diversification By The Numbers: This article tries to clarify the relationship between the number of stocks held in a portfolio and diversification. It has been found out that fifteen-stock portfolios, on average, achieve only 75%-80% of available diversification, not the 90%-plus typically believed. Even 60-stock portfolios achieve less than 90% of full diversification. Conscious...; Tags: Diversification, Portfolio, PPCA, Financial Accounting, Investment, Finance; White papers 2000-01-01

With Ronald J. Surz of PPCA Inc.(One on One): Byline: Dan Jamieson Ronald J. Surz, president and chief executive of PPCA Inc. of San Clemente, Calif., is attempting to lead the investment consulting industry out of the dark ages. His software firm provides analytics for...; Tags: hedge fund, PPCA Inc.; Research articles 2007-03-19
Finding the fairest: Surz indexes allow more detailed style analysis.(Ron Surz, president of PPCA Inc. makes stock indexes)(Brief Article): Mirror mirror on the wall, who's the fairest of them all? This quarter's analysis uses a new set of indexes developed by Ron Surz, president of PPCA, San Clemente, Calif., instead of the Russell indexes. There are three reasons for the switch: ...; Tags: analysis, PPCA Inc., stock; Research articles 2002-02-04