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What Mr. Schlichter Understands ... and Plan Sponsors and Investment Fiduciaries Need to Understand as Well
The Prudent Investment Adviser Rules Link to more items from this source
Aug. 22, 2016

"[T]he prudent fiduciary will normally choose a period of five or more years so that at least one down period is included to get a better idea of how the fund performed in both up and down markets.... [T]oo many investment fiduciaries look at a fund's nominal returns and the fund's standard deviation and believe that they have met their fiduciary duties.... What too many fiduciaries fail to consider is that a fund's nominal return may not reflect the fact that a fund achieved a respectable return while assuming far less risk than a fund with slightly higher nominal returns."

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