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Tag: Management Fees

Record-Low Money Management Fees About to Sink Lower
2 years ago
Record-Low Money Management Fees About to Sink Lower

Fees for money managers are “set to be squeezed even further in 2021,” according to a recent Bloomberg article. A survey from Brown Brothers Harriman involving over 50 executives overseeing…

3 years ago
One Manager's Radical Idea: Zero Management Fees

“The problem for active management is not high fees,” says a recent article in Institutional Investor, “but rather that they charge investors during inevitable periods of underperformance.” This according to…

4 years ago
Fund Fees, Already Driven to Zero, May Have Farther to Fall

A recent New York Times article reports that “something mind-boggling in on its way” with respect to investment fees, which it says “have dropped so low that you may have…

4 years ago
Buffett Annual Letter Offers Advice to Pensions and Endowments

In his annual letter to Berkshire Hathaway shareholders, CEO Warren Buffett tells pension funds and endowments to eliminate high-cost “helpers” that eat into returns, according to an article in Chief…

6 years ago
Zweig Says Fees Should be Linked to Performance

The practice by many fund managers of charging flat fees to clients regardless of their performance isn’t fair to investors, says Jason Zweig of The Wall Street Journal. The tides…

6 years ago
Low Cost and Know-How Key to Active Management Success

In an interview with Morningstar, Vanguard’s Daniel Wallick shares his perspective on how investors can successfully use active management. With respect to investors becoming “a bit disillusioned” when they see…

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Recent Original Research
March 8, 2023
The Surprising Investment Factor That Defies the Risk-Return...
By Jack Forehand, CFA, CFP® (@practicalquant) — There are some core principles that are supposed to govern investing. If I were to ask you to come up with the most important one of those principles off the top of your...
February 22, 2023
A Detailed Look at the Quality Factor
By Jack Forehand, CFA, CFP® (@practicalquant) — We all want to own great companies. We look at Warren Buffett’s success and want to own the same types of businesses he did. We love high returns on capital. We love great...
February 15, 2023
Unlocking the Market’s Mood: Tools for Measuring Stock...
By Justin Carbonneau (@jjcarbonneau) — In our recent podcast with Ray Micaletti, we talked about his relative sentiment approach to investing. Ray uses retail and institutional investor sentiment to build quantitative investment strategies. That conversation, along with...
February 8, 2023
Where Valuations Stand After the Market’s Strong Start...
By Jack Forehand, CFA, CFP® (@practicalquant) — 2023 has been a great year for the market so far. Despite the negative sentiment coming into the year, falling inflation and interest rates coupled with decent earnings so far have provided fuel...
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