Literature Type: White Papers

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A Tracking Error Primer
White Papers, Educational Materials
Format: pdf
Publication Date: 01/14

For Advisor Use Only - Understanding the dimensions of risk is critical to both constructing a portfolio and evaluating managers. The goal of this research brief is to provide a deeper understanding of one particular dimension of portfolio risk: tracking error.

Active vs. Passive Active Management
Industry White Papers, White Papers
Format: pdf
Publication Date: 01/14

The goals of this research paper are several: first, to measure the statistical significance of every percentile in the cross-sectional (i.e., across a given Morningstar category) distribution of alphas; second, to use the statistical significance percentile data to designate particular Morningstar categories as candidates for either active or passive management; and third, to conduct predictive analysis along several dimensions to formulate an a priori decision rule for selecting funds with the highest probability of future outperformance.

Aite Report: Technology Integration Turbocharges Advisor Productivity: Making Time for Clients
Industry White Papers, Literature, White Papers
Format: pdf
Publication Date: 10/16

Today’s market and regulatory environment is putting pressure on many financial advisors. To maintain productivity and revenue levels, many advisors need to increase their books of business. However, regulatory pressures are also requiring they spend more time with each client. More than ever, advisors are relying on technology to help meet these growing demands. Read the report.

Capital Sigma: The Return on Advice
Industry White Papers, Literature, White Papers
Format: pdf
Publication Date: 05/15

An ongoing debate among investment advisors and their clients centers on value: creating it, preserving it, and perpetuating it. Each faces a different challenge: Advisors are tasked with delivering worth to their clients, and clients need to understand what they can expect for the dollars they spend.

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