Commission Portfolio Management White Paper 
Investment Writing
NOVEMBER 20, 2024
Power and Associates to recommend boosting investor trust with methods that include honest communication about investment performance and plain explanations for fees and commissions, according to “Study: Why focus on people, not profits, increases investor trust.” It’s entertaining.
The Big Picture
SEPTEMBER 3, 2024
All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. You, 00:18:29 [Speaker Changed] You, you mentioned ownership mentality. The power of location.
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Sara Grillo
NOVEMBER 14, 2022
Are commissions bad? Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc. Are commissions bad? Macchia says that agents would be happy to take even a small commission. Sara’s upshot.
Brown Advisory
JUNE 21, 2017
This assertion is open to debate and in fact has been refuted by various studies, but it gives some investors pause when considering active managers for their portfolios.
Brown Advisory
JUNE 21, 2017
This assertion is open to debate and in fact has been refuted by various studies, but it gives some investors pause when considering active managers for their portfolios. Manager Characteristics.
ClearMoney
NOVEMBER 4, 2021
As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.
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