Changing the ways investors measure and achieve success.
LikeAssets Review in Barron's
LikeAssets’ recent review in Barron’s (Link | PDF) provides an overview of the application and mentions a few features that differentiate LikeAssets from other portfolio management tools.
“It [LikeAssets] takes the unusual step of selecting an appropriate exchange-traded fund to use as an asset-class benchmark for each stock, mutual fund, and exchange traded product.”
A better way to measure your portfolio means a better way to manage your portfolio. It’s that focus that separates LikeAssets from the rest.
Target Date Fund Market Update from MarketGlide
The MarketGlide Target Date Index has just completed the update process for 2012 Q3 and the new allocations for each target date year are now available. Here are some highlights of the indexes:
- For 2012 nine new fund families were added, increasing the total from 35 families to 44. MarketGlide includes families with at least 2 years of history and $100 million in AUM.
- Four TDF families have announced closure of funds, including three that are currently in MarketGlide, American Independence – NestEgg, OppenheimerFunds and Columbia. While the three TDF managers continue to operate and have publically reported returns they will be included in MarketGlide Index for 2012. In the 2013 version of the index the three TDF families will be dropped.
Russell Partners with Business Logic
Business Logic and Russell Investments have teamed up to deliver Russell’s new generation of custom target date funds – Adaptive Retirement Accounts. Adaptive Retirement Accounts are customized to meet the unique needs of each participant with one goal in mind – to help improve retirement outcomes.