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The Data on Active Large Cap Underperformance

The Big Picture

All data as of Dec 31, 2024) And, if we go out to 20+ years, practically nobody net of fees has beaten their benchmark. And it’s not just the U.S. SPIVA reports similar data for Europe , Japan , Canada , Mexico , Brazil , Chile , Middle East , S.

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Evaluating Benchmark Misfit Risk

CFA Institute

How can we identify and measure a portfolio's benchmark misfit risk?

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Sage Automates Construction Finance Benchmarking

PYMNTS

Business management technology provider Sage is rolling out a new solution designed to help construction firms track the health of company finances and compare performance against industry peers. The integration also means Sage users can automate their submission of data to the Benchmarker Survey. In the U.S.,

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Why the FED Should Be Already Cutting

Barry Ritholtz

The Fed held its benchmark Federal-Funds rate steady yesterday at 5.25% – 5.5%, leaving the possibility of cuts in the future. As the Bureau of Labor Statistics (BLS) explains : “The data used as inputs in the construction of the index for shelter , as well as the indexes for rent and OER , are collected in two surveys.

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Why Construction Payments’ Friction Has Nothing To Do With Payments

PYMNTS

A B2B transaction in an industry like construction, where what triggers a payment isn’t a single, simple invoice. It is perhaps unsurprising, then, that the construction sector is no stranger to delayed and late B2B payments. What’s more complicated than a B2B transaction? In fact, nearly half wait up to 90 days to receive funds.

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From New-Hire To Confident Advisor: Structuring A First-Year Associate Advisor Onboarding Plan To Develop Technical And Client Skills

Nerd's Eye View

In this article, Senior Financial Planning Nerd Sydney Squires discusses how to construct an associate advisor onboarding plan that guides an associate advisor through their first year, establishes clear checkpoints for progress, yet still allows enough flexibility to grow with the new advisor!

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The Construction Industry’s Lending Catch-22

PYMNTS

Credit underwriting is more reliant than ever on Big Data, and one of the industries in which this is most pronounced is the construction industry. But construction companies need financing in order to make progress on a project. But construction companies need financing in order to make progress on a project. It doesn’t matter.