Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Compass
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Investment Selection and Monitoring Process: A Primer
Cammack Retirement Group Nov. 19, 2018 "By evaluating measures such as alpha (return vs. a benchmark), beta (how closely a fund moves with its benchmark), upside & downside capture ratios, tracking error and other metrics, one can get a reasonable grasp on what to expect from a fund.... [M]any fund managers that have a focus on more stable businesses with reasonable valuations, be they growth or value, have not kept up with more speculative managers in the near term. However, as this trend shifts, it is likely that the stocks of quality companies will outperform those of more unstable companies." |
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