Mar 27, 2012
One question we get at Zephyr is, “Is it possible for a manager to fall ‘outside the style box’? "Shouldn’t a high-momentum growth manager or a deep value manager fall beyond the corner indices?” The answer is yes, there is a way you can have managers plot outside the box.
Oct 21, 2011
Although a relatively new development, the idea of Target Date, Lifecycle, or Glide-Path mutual funds has found a willing and enthusiastic audience in the defined contribution world. While the idea of offering plan participants a well-diversified investment appropriate to their goals and needs via a single investment is certainly appealing, the growth of this type of product has been a challenge for those attempting to independent, objective performance analysis.