Prateek Mehrotra, MBA, CFA®, CAIA®, Chief Investment Officer of ETF Model SolutionsTM, and its affiliate, Endowment Wealth ManagementTM, is featured in an exclusive interview in
A change in the manager and a fund’s strategy may create a huge distribution to holders of the FPA Perennial Fund managed by FPA advisors, according
This week saw one of the more widely anticipated Fed announcements in recent years as investors looked to see if the “zero” interest rate environment
The 2014 Council on Foundations-Commonfund Study of Investment of Endowments for Private and Community Foundations Study™ released recently shows that private foundations reported a 6.1%
Employee Benefit Adviser is reporting the benefits that participants are suggesting that they gain through investing in managed accounts in their 401k plan. While overall
Bob Doll’s comments on recent equity market volatility share many of our same viewpoints: Possible reasons for recent market decline: Multi-month decline in earnings Widening
1. You are an ERISA fiduciary 2. As an ERISA fiduciary, your liability is personal 3. You are responsible for the actions of other plan
Appleton, WI. August 13, 2015. APPLETON, Wis.—ETF Model SolutionsTM and its affiliate, Endowment Wealth ManagementTM have been named finalists for the Wisconsin Innovation Awards based on their development
Real Assets, which consist of real estate, commodities, energy, infrastructure, natural resources and master limited partnerships are utilized by many of the nation’s wealthiest endowments,
At age 62, “most” have only saved 30% of the money they need to sustain their remaining life expectancy. However, for most people, if they
Given the large amounts of money flowing into target date funds, more effort by plan sponsors and participants should be devoted to understanding the methodology
Target Date Funds have long dominated the 401(k) Qualified Default Investment Alternatives world, but that could begin to change as participant’s financial situations become too
