Fun to flip through CS’s Global Wealth Report 2018 Chart then download… —- —- Download PDF Global Wealth Report 2018 Website https://www.credit-suisse.com/us/en.html Good investing, Meb Faber theideafarm.com
A really deep overview on the robospace…. Charts then download: —- —- Download PDF Installing a Program for Profitability: Digital Advice Raises Profits for Investment Services Industry Website https://www.morningstar.com/ Good investing, Meb Faber theideafarm.com
Advisors can often make the same bone-headed decisions for themselves that they do for clients. Nice PPT from a presentation this spring… Quote then download: —- “Advisers encourage chasing returns, push for actively managed funds, and even actively push them […]
Great annual overview of the fund space… Charts then download… —- —– PDF Download ICI Factbook http://www.icifactbook.org/ Good investing, Meb Faber theideafarm.com
One of the biggest potential tax breaks was passed last year but very few are aware of are these “Opportunity Funds”. Below are a few links to get you up to speed…if you have any other great resources let me […]
Nice chart book from Morningstar…I’m including two other pieces, all three worth reading. Chart and downloads: —- —- Downloads Morningstar Market Observer How Long Can a Good Fund Underperform Its Benchmark? Fund Fees Website https://www.morningstar.com/ Good investing, Meb Faber theideafarm.com
Good overview of the Target Date Fund Landscape… Chart and download: —- —- Downloads Morningstar Target Date Fund Overview Website https://corporate1.morningstar.com/ResearchLibrary/article/863877/2018-target-date-fund-landscape/ Good investing, Meb Faber theideafarm.com
Lots of goodness in this article from Novus, an old regular here on the Farm we haven’t featured in awhile… Chart and download: —- —- Downloads Are Tiger Cubs Evolving Into Tiger Quants? Website https://www.novus.com/blog/ Good investing, Meb Faber theideafarm.com
Yale’s update is always required reading…US stocks clocking in at a shopping 3.9%… Chart and download: —- —- Link to Download Yale Endowment Update Website http://investments.yale.edu/
Fun profile of arguably the top performing human fund manager of the past 20 years… And the good news, you can follow along with his 13Fs too! Pic then download —- —- Downloads Perceptive Profile 13F Holdings Website https://www.forbes.com/sites/nathanvardi/2018/04/10/a-sixth-sense-for-biotech-has-made-joe-edelman-a-hedge-fund-star/#1f58a55655e9 Good […]
Probably one of the most important topics in investing no one pays any attention to. Pic then download: —- —- Downloads Declare the Pennies on Your Eyes Website http://www.morningstar.com/articles/856070/declare-the-pennies-on-your-eyes.html Good investing, Meb Faber theideafarm.com
Here’s an area most people know very little about…securities lending in ETFs. Pic then download: —- —- Download ETF Lending Summary Link http://www.etf.com/sections/features-and-news/securities-lending-good-etf-investors?nopaging=1 Good investing, Meb Faber theideafarm.com
A nice simple paper from OSAM on multi-factor REIT investing. …chart then download: —- —- Link A Factor Alpha Approach to REITs Website http://www.osam.com/commentary.aspx
Did you know a group of tigers is called a ‘streak’ or an ‘ambush’? Me neither. Novus does lots of great work on hedge funds, and here are a few pieces on the Tiger Cubs. Chart and download: —- —- Link […]