Active Share is a relatively recent innovation in investment analysis and, unlike many innovations in the investment world, one that we believe enhances the investment process. We use Active Share to quantify how “active” active managers really are, what level of fees are appropriate to pay those managers, and ultimately, we believe, to recommend better portfolios for our clients.
Data is everywhere. Ubiquity of data has transformed the modern investment consulting industry. The Internet and relatively inexpensive access to subscription databases mean that we swim in data, charts, and graphs. They are literally at our fingertips, conjured at whim and not requiring any sort of specialized knowledge or experience to create.
Portland, Oregon – July 22, 2013 – Sellwood Consulting LLC, an institutional investment consulting firm, announced that it has advised $1 billion in client assets in its first year of operation. Charlie Waibel, Sellwood’s Managing Director, noted, “We are pleased to see our unique service offering,
It is probably no surprise that a Google search of “investor mistakes” yields 30,500 results, while a search of “plan sponsor mistakes” yields only 53. The financial media typically focus on errors made by 401(k) plan consumers rather than those made by its architects—the plan sponsors. However, plan sponsors can encounter pitfalls similar to individual investors when it comes to designing
Readers of our 2013 Capital Market Assumptions will note that our return expectations are in many cases lower than the expectations that our consultant peers publish. We are aware that our assumptions are different from the crowd, but we believe that our assumptions are more grounded and realistic than those published by the majority of our peers.