Tags » Investment Research

Back to the Future, or The Curious Evolution of Managed Investments

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Once upon a time, there were no managed funds. As hard as it may be to believe it now, investing was once the exclusive realm of the wealthy. 1,192 more words

The Model Trend Protection (MTP)

What Really Impacts Investor Returns? Historical experience suggests that stock or fund selection is not the most important factor in reaching investment goals, rather asset allocation is the key. 547 more words

Investment Strategy

Investment Newsletters in Search of a New Paradigm

Subscriptions to three Australian investment newsletters have been recently offered for the price of one. Eureka Report (normally sold for  $495 per year), InvestSmart (normally sold for $770 per year), and Intelligent Investor (normally sold for $799 per year) are now offered for $495 per year.   821 more words

The future of investment research: Will humans be displaced?

Val Srinivas, Banking & Securities research leader, Deloitte Services LP, May 11, 2016

A couple of weeks ago, I had lunch with an old friend who works as a credit analyst at a leading research firm. 788 more words

Deloitte Center For Financial Services

Meet Our Research Sources

You already know Mark Leibman and our LPL Registered Administrative Associate Greg Leibman. But you might not know our allied staff economist, our fixed income research director, our market strategist, or the fellow who oversees the whole allied research effort. 303 more words

Mark Leibman

Investing with the Experts: From Managed Funds to Separately Managed Accounts. What’s next?

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The advent of robo-advice is the hottest development in the Fintech sector right now, but how does it compare to conventional managed funds? It’s a tiny fraction of the market. 622 more words