Summit Financial Advisors, a San Francisco Bay Area Based Wealth Management Firm, Publishes Two Educational Reports for Individual Investors
Indexing and other forms of passive investment have garnered increasing acceptance among investors and a larger share of their portfolios. The report entitled "Indexing: An Alternative Approach" examines whether selecting, weighting, and rebalancing portfolios around certain quantitative factors is better than the more common approach of using their market capitalization. It addresses the question of whether market prices are entirely efficient and if not, can strategies be implemented to exploit those inherent inefficiencies in seeking above market returns.
"With regards to the new approaches to indexing," stated
The second report on the new, automated, investment services tackles the industry's development and relevance for individual investors. It examines the advantages such as lower costs, a disciplined approach and ability to serve investors with lower portfolio minimums. The shortcomings relative to more traditional methods of advice are detailed. Finally, the report highlights the primary reasons for the recent growth in "robo-advisors" as well as the regulatory concerns with regards to their ability to meet their fiduciary obligations.
"Automated investment services are a unique opportunity for investors to reduce costs and to enjoy a more efficient implementation to their investment plans,"
These educational reports serve to inform investors of possible improvements that can either be made to their portfolio strategies or to update them about emerging trends within the overall industry. The information shared should not be considered individual investment advice and before implementing any of the strategies detailed, investors should consult with their relevant advisors.
To download the free reports:
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"Indexing: An Alternative Approach"
No strategy assures successor protects against loss.
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You can learn more about us at http://www.summit-advisors.com.
Read the full story at http://www.prweb.com/releases/2016/10/prweb13734327.htm
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