August’s Retirement Report opens with “The Importance of historical scores.” Historical scores are quickly forgotten when new scores are released, but are they really yesterday’s news? In the same respect that rolling period returns are deemed important,
rolling score history is equally if not more. Next “Fiduciary Liabilities: What are they? How can they be mitigated?
Also-The Investment Due Diligence process places an important emphasis on a fund’s style, employing a technique called “quadratic optimization.” A big word, and even bigger mathematical equation, which calculates the style of a fund, reflecting how a fund behaves, or what segment of the market the fund best represent. August 2014
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