Asset allocation is at the heart of the portfolio management process. For investors seeking to enjoy risk-efficient returns over a long time period, prudent allocation decisions are most likely the most important component for sustained success. With this post we continue the recent focus on the role of Exchange Traded Funds (ETFs) and suggest how in the course of conducting effective ETF research you can put together an intelligent allocation strategy based on individual ETF exposures.
Jul, 30 2010
ETFs as a Tool for Asset Allocation
by Katrina Lamb, CFA - Senior Consultant to Jemstep in Education Center
Jul, 23 2010
Conducting Effective ETF Research
by Katrina Lamb, CFA - Senior Consultant to Jemstep in Education Center
In a post last week we began the conversation about Exchange Traded Funds (ETFs) and described some of their general characteristics and differentiating features from mutual funds. ETFs can be an important part of your investment portfolio. Since they trade like common stocks they are as easy to buy and sell as any other [...]
Jul, 14 2010
Portfolio Management: The Pitfalls of Behavioral Finance
by Kevin Cimring in Education Center
In order to make sound decisions when it comes to financial asset management, investors should be aware of their own psychological blind spots. These can lead all of us to make persistently poor financial choices—errors that over time can do significant damage to our portfolios. Here are some examples to look out for – and avoid – when making decisions about your own portfolio.
Jul, 8 2010
ETF research: Five things you should know before getting started
by Katrina Lamb, CFA - Senior Consultant to Jemstep in Education Center
Exchange-Traded Funds (ETFs) have grown dynamically over the past decade, from less than $100 billion in 2000 to just under $800 billion in 2009 for the U.S. market alone. ETFs are a critically important feature of the investment landscape, and to help with your ETF research, here is a primer on the important things you need to know.
Jul, 5 2010
Jemstep Newsletter – July 2010
by Kevin Cimring in News
Our newsletter for July has just been circulated, and we’re proud to announce an exciting new deal. Read our July newsletter here to get the full scoop, and then head over to our Newsletter section (top right) to subscribe to future newsletters and get them hot off the press.
Jul, 1 2010
Three Time-Tested Ways to Keep Sane in a Challenging Market
by Katrina Lamb, CFA - Senior Consultant to Jemstep in Education Center
Asset markets are pretty unsettling these days. The S&P 500 lurches 2% in one direction, then 2% in the other direction, all in the course of a single trading day. Markets for risk assets are volatile, directionless and buffeted by multiple influencing variables. It can be unsettling even for the most seasoned veterans of many market cycles, let alone for the novice investor. In my experience following these three suggestions can help you to keep your head when everyone around you is losing theirs.
Jun, 24 2010
A Practitioner’s Guide to Style Investing (3)
by Katrina Lamb, CFA - Senior Consultant to Jemstep in Education Center
In our previous post on the subject of style investing we looked at the strange phenomenon known as the “value effect”, where over long time horizons so-called value stocks exhibit superior performance to growth stocks. In our third and final post in this series we examine this phenomenon in more detail.
Jun, 18 2010
What is a bond mutual fund?
by Kevin Cimring in Education Center
When conducting your mutual fund analysis, many websites and tools take it for granted that you are aware of the different types of mutual funds available. Here is a primer on bond mutual funds to help you with your mutual fund research.
Jun, 15 2010
Jemstep.com’s First Public Presentation
by Brett Cave, Systems Architect in News
Watch Jemstep.com’s first public presentation, presented by Kevin Cimring and Matthew Rennie at Finovate Spring 2010 on May 11th in San Francisco.
Jun, 11 2010
A Practitioner’s Guide to Style Investing (2): Value and Growth
by Katrina Lamb, CFA - Senior Consultant to Jemstep in Education Center
Value and growth investing are two of the most widely used investment strategies. This article explains these strategies and highlights the difference between them by making use of an interesting handbag metaphor.
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Understanding the various forms of mutual fund fees (Part 1)
18. May, 2010
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Measurements of risk in mutual fund research
07. Jun, 2010
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Understanding risk-adjusted returns
11. Sep, 2009
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ETF research: Five things you should know before getting started
08. Jul, 2010
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What is a bond mutual fund?
18. Jun, 2010
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ETFs as a Tool for Asset Allocation
30. Jul, 2010
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Conducting Effective ETF Research
23. Jul, 2010
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Portfolio Management: The Pitfalls of Behavioral Finance
14. Jul, 2010
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ETF research: Five things you should know before getting started
08. Jul, 2010
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Jemstep Newsletter – July 2010
05. Jul, 2010
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Vered : "ETFs can be an efficient and effective tool for a...
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Shaunc: Yes, all true. I woke up super confident and bulli...
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Angelo M: Awesome, thank you....
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kevincimring: In future posts Jemstep will explore the differenc...
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Guest: Hi Mutual Funds ---- do you prefer mutual funds as...
