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In this paper, we quantify how much investors value financial advice and where they believe advisers add value.
How a hedged global fixed income allocation can help reduce a portfolio's volatility without necessarily decreasing its total return.
This paper aims to help investors assess the use of index funds. It can serve as a foundation on which to build into more advanced concepts, such as portfolio construction and manager selection.
This paper provides a framework for evaluating index funds and asset managers.