Target Date Funds, Mis-sold and Misused
R Brown - The Journal of Wealth Management, 2023 - pm-research.com
Target Date Funds (TDFs) are portfolios with a pre-defined end date, the so-called “target
date,” and the essential attribute that they reduce their allocation to stocks with the passage …
date,” and the essential attribute that they reduce their allocation to stocks with the passage …
Risk-Mitigated Deep Value--Bigger Bang, Less Buck.
R Brown - Journal of Beta Investment Strategies, 2023 - search.ebscohost.com
Value and growth are not simple binaries; instead, they reside on a continuum. Value comes
in degrees or intensities, with deep value at one end of this continuum. Over the past 97 …
in degrees or intensities, with deep value at one end of this continuum. Over the past 97 …
Inflation Hedging Tools—What Works and What Doesn't
R Brown - The Journal of Investing, 2023 - pm-research.com
Inflation hit 9.1% year-over-year, spurring significant concern on the part of both institutional
and retail investors. Examining the behavior of a 60/40 stock/bond portfolio over the 108.4 …
and retail investors. Examining the behavior of a 60/40 stock/bond portfolio over the 108.4 …
When Do PE Ratios Matter?
HA Mozes, H Rozen - The Journal of Investing, 2017 - pm-research.com
Target Date Funds (TDFs) are portfolios with a pre-defined end date, the so-called “target
date,” and the essential attribute that they reduce their allocation to stocks with the passage …
date,” and the essential attribute that they reduce their allocation to stocks with the passage …