When it comes to mutual fund research, many investment tools use concepts such as beta, sharpe ratio and standard deviation as measurements of risk. Jemstep offers explanations of these and other complex measurements so that individual investors of all levels can educate themselves…
Jun, 4 2010
A Practitioner’s Guide to Style Investing (1)
Style investing is a topic of considerable depth and breadth with important implications for fund investors and for the process of efficient portfolio asset allocation. We plan to approach different aspects of style investing over a forthcoming series of blog postings. In this first post we briefly introduce the concept and then examine what are arguably the two most prevalent styles employed in the equities category: value/growth and market capitalization.
May, 28 2010
Mutual fund analysis: Investing in Sector Funds
There is a certain investor type who doesn’t fancy sitting glued to a Bloomberg terminal every day for hours at a time but who still wants to intellectually engage with the market a bit and make some active portfolio decisions. Sector funds are perhaps made with such people in mind. Sector funds offer targeted exposure to a particular industry sector. First, let’s understand what exactly is meant by “sector”….
May, 21 2010
Understanding the various forms of mutual fund fees (Part 2)
Here are some other types of fees that could impact your investment and are worth investigating before you make your final investment decision
May, 18 2010
Understanding the various forms of mutual fund fees (Part 1)
Earlier this year, we wrote about the impact of fees on fund performance. These fees come in many shapes and forms. Here’s an explanation of some of the main ones so you’ll have a better understanding of what these fees mean when you next see them listed in a data table or prospectus. This first installment in a two-part series focuses on load and no-load funds.
May, 13 2010
Coping with Turmoil: The Perils of the Short Term
Is it safe to go back in the water? Investors around the world are no doubt continuing to ask this question as we approach the one-week mark since that megadip roller coaster ride the US equities markets went on for about 30 minutes last week. If you had gone out for a late lunch on the East Coast last Thursday you would have missed the sickening 900+ point plunge in the Dow
May, 12 2010
Jemstep has successful demo at FinovateSpring 2010
What an incredible day! Jemstep presented its investment ranking engine for the first time in public yesterday at the Finovate Spring 2010 conference. We had a fantastic reception and are still soaking it all in.
May, 4 2010
Choosing between Stock, Bond and Balanced Mutual Funds
When you cut through all the financial jargon, the investment decision really comes down to this main consideration: how much do you want your investment to earn over some defined period of time and how much risk are you willing and able to assume in order to get to that goal? Imagine a spectrum of [...]
Apr, 26 2010
Hedging Equity Market Risk with Multi-Strategy Mutual Funds
The stock market is back in bull territory and you want to get in on the action, but you are also (quite reasonably) concerned about longer term trends in this very unstable economic climate. Is there a way to mitigate the risks inherent in unhedged long equity positions, available even to investors who lack the [...]
Apr, 17 2010
Beta Launch Update
We’re excited to be one of the companies presenting at the Finovate Spring Conference in San Francisco on May 11th. Coinciding with the conference, we’ll be opening up our beta website to the public, and those that have signed up for beta will start receiving access from then. We’ll be rolling out access over a brief period [...]
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Understanding the various forms of mutual fund fees (Part 1)
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Measurements of risk in mutual fund research
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Understanding risk-adjusted returns
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ETF research: Five things you should know before getting started
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What is a bond mutual fund?
