-
Join 236 other subscribers
Meta
-
Recent Posts
- The Devil Is In the Details: Monitoring and Updating an AMVR Analysis
- An Accident Waiting to Happen: Annuities, Spreads, and Fiduciary Liability
- Thinking in Bets: Using Behavioral Psychology to Improve Fiduciary Prudence
- Trust, But Verify: Protecting Against Investment Consultants’ Inherent Conflicts of Interest
- Reading Between the Marketing Lines: Fiduciary Risk Management in the Face of Complexity and Conflicts-of-Interests
The Prudent Investment Adviser Rules
-
Join 236 other subscribers
Tag Archives: cost-efficient investing
4Q 2021 AMVR “Cheat Sheet”
At the end of each calendar quarter, InvestSense publishes the 5 and 10-year Active Management Value Ratio (AMVR) scores of the non-index funds in “Pensions & Investments” annual survey of the most used mutual funds in U.S. defined contribution plans. … Continue reading
Posted in 401k, 401k compliance, 401k investments, 403b, cost-efficiency, fiduciary compliance, fiduciary duty, fiduciary liability, Fiduciary prudence, fiduciary prudence, wealth management, wealth preservation
Tagged 401k, 401k compliance, compliance, cost-efficient investing, ERISA, fiduciary, fiduciary investing, fiduciary law, investing, investment advisers, Mutual funds, retirement plans, wealth management, wealth preservation
Leave a comment