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Financial Advisor July 2011 James Picerno	Old Debate, New Look Recent research suggests that alpha isn't so elusive after all.
Registered Rep. November 1, 2005 John Downes	Seeing Tomorrow Clients probably know how hard it is to pick outperforming stocks. What they may not fully grasp is how hard it is to choose a winning mutual fund or separate account manager. Advisors would be wise to keep up on the latest tools, since the retail set is far more sophisticated than ever.
Financial Planning September 1, 2008 Allan S Roth	Core and Casino There are two extreme schools of thought when it comes to investing. On one side is active investing, while on the other is low-cost passive investing. In the middle lies a method that uses a bit of both, known as the core and explore approach.
Registered Rep. January 1, 2003 Jason Van Steenwyk	Winning the "Loser's Game" Investing is an activity in which the victor often prevails because he makes fewer mistakes than his rival does. It is no different for financial advisors and your clients.
Financial Advisor March 2006 Brad Zigler	What Price Active Management? When stock picking is distilled from within a mutual fund, the true cost of active management bubbles to the surface.
Registered Rep. June 8, 2011 Joel Greenblatt	Anyone -- Even The Little Guy -- Can Beat the Market As most financial advisors know, the secret to successful investing is relatively simple: Figure out the value of something and then -- pay a lot less.
Registered Rep. September 22, 2014 Brad Zigler	Active Management Under The Microscope Just how actively managed is your actively managed mutual fund? And, more importantly, what's the real pay-off for all that activity?
Financial Advisor April 2007 Matthew M. Brandeburg	Alpha: Charge Clients Based On The Value You Add As financial advisors, we need to quantify what our investment planning acumen is achieving for our clients.
Registered Rep. February 1, 2006 Brad Zigler	Getting What You Pay For A risk consultant and finance professor has concluded that hedge funds are actually cheaper than has commonly been supposed and that mutual funds are more expensive than most have believed.
Financial Planning November 1, 2006 Dan Wheeler	Meet or Beat? If you can beat the market -- or if you find someone who can -- you are a truly exceptional financial advisor. But if you can't, isn't it better to stop wasting time, and accept the returns the capital markets provide?
Financial Advisor September 2011 Brad Zigler	Running The Numbers ETFs are supposed to be cheap, but can they outperform the market, too?
Financial Planning May 1, 2011 Larry Swedroe	Foolish Ideas Active management is a foolish idea no matter how many people believe it or how fervent their belief. If you haven't been convinced, perhaps the following will help.
Financial Planning May 1, 2010 Ken Solow	Strategy, Analyzed The reasons for a buy and hold, strategic asset allocation investment philosophy are flawed and planners should consider adding active portfolio management to their practices.
Investment Advisor November 2005 Jeff Joseph	Hedgeworld Hedge Fund Focus: The Roles of Alpha and Beta Acknowledging the elusive nature of alpha is critical to hedge fund and absolute return investors, particularly because most think of alpha as the primary (if not the exclusive) source of hedge fund returns. But this may be an erroneous assumption.
Financial Planning February 1, 2006 Joan Warner	The Case For Portable ALPHA As international markets become more correlated, the need for financial advisers and money managers to access greater diversification -- while hedging risk -- could make this strategy investing's next hot model.
Financial Planning February 1, 2007 David E. Adler	High Net Worth: Alpha-Beta Investing This institutional strategy is starting to make inroads among high-net-worth managers.
The Motley Fool January 7, 2004	Beating the Market Can an actively managed mutual fund consistently post market-beating returns?
The Motley Fool August 9, 2010 Amanda B. Kish	The Key to Selecting Winning Investments A surprising factor could help determine a fund's success.
The Motley Fool September 12, 2008 Selena Maranjian	Are Most "Good" Fund Managers Just Lucky? It seems that the likelihood of a managed fund outperforming the market is actually even lower than we've thought.
Registered Rep. March 2, 2015 John F. Wasik	How to Spot a Closet Indexer With expenses continuing to fall on exchange traded funds and passively managed mutual funds, it's hard to justify investing in an actively managed portfolio that isn't pulling its own weight.
Financial Planning December 1, 2006 Elizabeth O'Brien	White Paper While the asset management industry remains highly profitable overall, five key challenges are putting pressure on firms.
The Motley Fool June 2, 2006 John Finneran	Hedge Fund Wizards Money managers cast spells over the market -- and reap huge rewards. Hedge funds operate in a haze. Penetrating how they earn returns and take risks is tough, but is a good exercise for investors.
The Motley Fool June 30, 2008 Selena Maranjian	The Cost of Active Investing One sensible approach is to engage in both active and passive investing, devoting a big chunk of your portfolio (perhaps most of it) to a broad-market index fund, and then adding some strong stocks and funds to that.
The Motley Fool July 7, 2006 David Meier	Is It Luck or Skill? Generating high returns isn't purely a question of skill; it requires some luck, too. Which factor determines investing success? Here's some advice from Michael Mauboussin, chief investment strategist at Legg Mason and author of More Than You Know.
Registered Rep. March 24, 2015 Brad Zigler	Alternative Bond Funds -- Worth The Cost? The question investors and advisors must ask is whether so-called "liquid alt" funds -- alternative investment strategies in a mutual fund or ETF wrapper -- provide value for money.
BusinessWeek December 12, 2005 Lewis Braham	Funds Made To Deliver "Absolute return" mutual funds aim for a positive result no matter how the stock market does.
Financial Advisor June 2008 Marla Brill	The New ETF Frontier This spring, after over seven years of SEC evaluation and paper shuffling, a handful of actively managed ETFs finally debuted.
The Motley Fool October 31, 2006 Dan Caplinger	Why Pay for Nothing? From the standpoint of the individual investor, mutual fund fees often go unnoticed. However, they're extremely significant and represent a large handicap for savers to overcome in trying to reach their financial goals.
Financial Planning August 1, 2011 C. Thomas Howard	Smarter Money When they do their job skillfully, active equity managers exploit market inefficiencies others choose to ignore.
The Motley Fool September 16, 2010 Amanda B. Kish	Why You're Not Beating the Market All stocks seem to be moving in tandem. Actively managed mutual funds have been one of the primary victims of this flight from equity, with $191 billion pulled from equity funds in 2008 and 2009, according to Investment Company Institute data.
Registered Rep. March 30, 2006 John Churchill	Mutual Fund Performance Overstated, Says Study Actively managed mutual funds have done worse than is generally thought. Those, at least, are the findings of a study released yesterday covering a ten-year period of performance figures reported by Morningstar.
Financial Advisor September 2011 Miller & MacKillop	Rethinking Small Caps The long-held belief that small stocks beat large on a risk-adjusted basis is simply not supported by the facts.
Financial Planning August 1, 2006 Craig L. Israelsen	Alpha in the Box The search for Shangri-La pales in comparison to the quest for funds that consistently deliver high alpha. The fundamental question for financial advisors: Does alpha differ across the nine Morningstar style boxes?
The Motley Fool December 22, 2008 Robert Brokamp	Jack Bogle on Warren Buffett and Beating the Market The father of index funds chimes in on picking individual stocks.
Investment Advisor February 2007 Ben Warwick	The True Costs of Active Management Think mutual funds are cheaper than hedge funds? Not a chance.
AskMen.com Luis Rodrigues	Mutual funds With interest rates remaining as low as they are, more and more people are looking towards the stock market to earn a higher return on their money investing.
Financial Advisor March 2012 Scott A. MacKillop	MPT -- A Tool, Not An Answer Improving the data we use and how we evaluate results will lead us to the best conclusions for clients.
Financial Planning November 1, 2006 Pamela Black	White Paper: Predicting Emerging Market Fund Performance This study examines the ability of fund characteristics such as size, expense ratio, turnover, past performance, Morningstar rating and manager tenure to predict emerging market fund performance.
Financial Planning August 1, 2006 John Nersesian	The Right Stuff Here's how to use performance metrics to select and evaluate fund managers for your financial advisory clients.
Financial Planning September 1, 2006 Craig L. Israelsen	Alpha Up and Down If you select mutual funds on the basis of their alpha, you may want to check how consistent those alphas really are.
The Motley Fool March 5, 2007 Tim Beyers	3 Tips for Mutual Fund Millions Stock picking is an acquired skill that can be learned with time and effort. But you needn't have that skill to get rich. Substantial wealth can also be acquired through top funds.
Financial Planning July 1, 2010 Craig L. Israelsen	Alpha and Beta Can a portfolio consisting entirely of beta-producing elements produce alpha? The answer is clearly yes.
Registered Rep. November 1, 2005 Stan Luxenberg	The Worthy Tired of lackluster performance, investors have been ignoring large-cap domestic funds. Instead, foreign funds are all the rage. But, there are still good reasons for many investors to consider active large-cap managers.
Financial Planning October 1, 2006 Elizabeth O'Brien	White Paper How Active Is Your Fund Manager? The number of funds that claim to be active, but are in fact passive, has increased significantly over the last two decades.
Financial Planning April 1, 2011 Suzanne McGee	Chasing Alpha With investment strategists and pundits predicting a long period of sluggish returns that may not make it out of the single digits, there is every reason for advisors to intensify their quest for alpha. But alpha is both hard to define and harder to find.
The Motley Fool January 5, 2010 Selena Maranjian	Will This Investment Crush Your Funds? Boring old index funds might be more powerful than you think.
Registered Rep. December 6, 2013 Daniel Crosby	When Alpha Becomes Beta The Nobel committee sent a strong message with its choice of three scholars with widely divergent world views, perhaps signaling to the broader financial services world that people from all camps have a lot to offer as well as much to learn.
AskMen.com August 31, 2015 Christopher S. Ahmad	Evolving Your Skill Set There isn't a profession or avocation that won't benefit from dedication to constant training and re-mastery of one's skills and experiences. Start evolving your skill today.
Wall Street & Technology January 23, 2007 Matt Nelson	Ask The Expert: Trends Q: What business trend will have the biggest impact on asset managers in 2007, and how will it impact the IT department?... A: As we enter 2007, buy-side firms should be thinking about how they are positioned to support their clients' changing product needs...
The Motley Fool April 11, 2007 Tim Beyers	3 Tips for Mutual Fund Millions Stock picking is an acquired skill that can be learned with time and effort. But you needn't have that skill to get rich. Substantial wealth can also be acquired through top funds.