Ron Surz: 3 books
Fiduciary Handbook for Understanding and Selecting Target Date Funds
It's All About the Beneficiaries
Language: English
Release Date: May 1, 2014
The greatest waste in the world is the difference between what we are and what we could become. Ben Herbster, Author At $1 trillion and growing, target date funds are huge, and the DOL has opened the door for advisers to profit. Specifically the Department of Labor tips for target date fund fiduciaries...
The Sortino Framework for Constructing Portfolios
Focusing on Desired Target Return™ to Optimize Upside Potential Relative to Downside Risk
Language: English
Release Date: November 27, 2009
The most common way of constructing portfolios is to use traditional asset allocation strategies, which match the client’s risk appetite to a weighted allocation strategy of fixed income, equities, and other types of assets. This method focuses on how the money is allocated, rather than on future...
Fiduciary Handbook for Understanding and Selecting Target Date Funds
It's All About the Beneficiaries
Language: English
Release Date: July 11, 2016
The greatest waste in the world is the difference between what we are and what we could become. Ben Herbster, Author At $1 trillion and growing, target date funds are huge, and the DOL has opened the door for advisers to profit. Specifically the Department of Labor tips for target date fund fiduciaries...