Fee Reductions Announced By Our Preferred Partners!
A Core principle of the Park + Elm’s Investment Strategy is investing efficiently, and adding value by analyzing and reducing portfolio expenses. We focus on partnering with firms that value those same principles, in order to deliver a cost efficient, research based portfolio for our clients. It’s been a great 2017, and we are thankful to be partners with two respected organizations that announced fee reductions in January. As a fiduciary, we continuously analyze the [...]
Pursuing a Better Investment Experience #7: Avoid Market Timing
You never know which market segments will outperform from year to year. By holding a globally diversified portfolio, investors are well positioned to seek returns wherever they occur. Trying to correctly time your entry point to the market is difficult, and unfortunately humans have an instinctive desire to take control and make a change when things aren’t moving in the direction we want. The problem is that what appears to be an intelligent alternative may [...]
Quarterly and Annual Market Review – Q4 2016
This report features world capital market performance and a timeline of events for the past quarter and the past year. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. CLICK HERE! QUARTERLY AND ANNUAL MARKET REVIEW
Pursuing a Better Investment Experience #6: Practice Smart Diversification
It’s not enough to diversify by security. Deeper diversification involves geographic and asset class diversity. Holding a global portfolio helps to lower concentration in individual securities and increase diversification. Over long periods of time, investors can benefit from consistent exposure in their portfolios to both US and non-US equities. While both asset classes offer the potential to earn positive expected returns in the long term, they may perform quite differently over shorter cycles. The performance of [...]
The Active-Passive Powerhouse
Park + Elm has long been a partner of some of the brightest minds in the financial industry at Dimensional Fund Advisors. We share the desire to pursue better financial outcomes for our clients by implementing compelling, Nobel Prize winning ideas for your benefit. Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. We are privileged to have access to these funds that [...]
Pursuing a Better Investment Experience #5 – Consider the Drivers of Returns
Throughout history, many of the greatest advancements in finance have come from Academia. Our investment philosophy has been shaped by decades of research by leading academics. We structure portfolios on the principles that markets are efficient; that returns are determined by asset allocation decisions, and that portfolios can be structured around dimensions of expected returns identified through academic research. It is through our strategic partnership with Dimensional Fund Advisors, a leading global investment firm that has [...]
