Category Archives: Spencer’s Blogs

Building Better Benchmarks

Posted on by Spencer Seggebruch

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Selecting an appropriate benchmark is the first step in being able to effectively communicate with investors. How to tell if a benchmark is appropriate? This standard list from (Bailey, 1998) is a helpful starting point for finding a benchmark that is consistent with a manager’s investment process: Unambiguous – The…

Weighing your Options Appropriately

Equal Weighting Educational

Posted on by Spencer Seggebruch

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In June, we learned from our experiment that historical return is not a good predictor of future performance and that chasing after returns, year after year, can be detrimental to your account’s value.  If you didn’t get a chance to read it, you can find it here. This month, we’ll…

Spencer’s Blog July: Return Envy

Posted on by Spencer Seggebruch

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What should I be invested in?  Should I change my investments?  How much risk am I taking?  How do I know if my investments are diversified?  We all face these questions when saving for retirement. Participants with retirement accounts often find selecting an investment based solely on past performance as…