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Author Archives: Spencer Seggebruch

Fund manager selection: Ensuring you have an effective process

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People often make decisions based on the information being presented to them, or whatever information they have easy access (while then, on top of that, overlaying their own behavioral biases). As it relates to fund manager selection, this information is, in most instances, insufficient for making an informed decision. You…

Building Better Benchmarks

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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

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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

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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…