By: Collin McGee, CFA, Senior Research Analyst, Global Public Markets
Anthony Novara, CFA, Partner, Research Director, Marketable Alternatives
and Capital Markets
Matthew Rice, CFA, CAIA, Managing Partner, Chief Investment Officer
This is our seventh iteration of “The Next Chapter in the Active vs. Passive Debate” in which we evaluate the efficacy of active mutual funds in 17 different categories during the ten-year period ended December 2022. Despite the unprecedented market environments captured in the recent iteration, and variations over time periods since... Read More >
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By: Michael Sustarsic, CFA, Partner, Research Director - Global Private Markets
For many, 2022 was a year of resetting expectations. Public markets – both equity and debt – were faced with pressure as a result of persistent inflation and corresponding interest rate hikes. Investors were left with few places to hide as the market… Read More >
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This report is intended for the exclusive use of clients or prospective clients (the “recipient”) of Fiducient Advisors and the information contained herein is confidential and the dissemination or distribution to any other person without the prior approval of Fiducient Advisors is strictly prohibited. Information has been obtained from sources believed to be reliable, though not independently verified. Any forecasts are hypothetical and represent future expectations and not actual return volatilities and correlations will differ from forecasts. This report does not represent a specific investment recommendation. The opinions and analysis expressed herein are based on Fiducient Advisor research and professional experience and are expressed as of the date of this report. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance and there is risk of loss.
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