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Research and Whitepapers Correlation Retreats: Active vs. Passive Investment Strategies, July 2011 FundQuest's 2011 analysis of active and passive management encompassed in excess of 32,000 mutual funds over the 30-year period ending February 28, 2011. The study seeks to identify which categories should be biased towards active vs. passive management and the percentage of assets that should be allocated to active management. Additionally, FundQuest examined and analyzed the space from a new angle: active manager performance during market environments where correlation is persistently above or below the long-term average. Correlation Coefficient is a measure of the interdependence of two random variables that ranges in value from -1 to +1, indicating perfect negative correlation at -1, absence of correlation at zero and perfect positive correlation at +1. ETFs Are Not All Created Alike-How to Navigate the Rapidly Evolving ETF Landscape, October 2009 The ETF landscape is changing quickly and innovative products are introduced continuously. While this trend is exciting, it poses a challenge for today's financial advisors. This white paper presents various methods and tools that may be used to evaluate ETFs. This information may help investment professionals to better navigate this unique marketplace to identify ETFs that are appropriate for client portfolios. This paper will also highlight the pros and cons associated with some of the newer categories of ETFs.
Mutual fund investing involves risk. Principal loss is possible. Investment in the ActivePassive Funds may include risks associated with non-diversification, foreign securities, emerging markets, small and mid cap companies, ETF's, REITS's, debt securities, high yield securities, and mortgage backed securities. Please refer to the prospectus for the risks specific to each fund. The ActivePassive Funds are distributed by Quasar Distributors, LLC.
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