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Market Reviews and Research Papers
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Third Quarter 2011 Securities Markets Review (October 2011)
(754KB: 18 pages)
Our quarterly review of U.S. and Global Securities Markets.
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Second Quarter 2011 Securities Markets Review (July 2011)
(692KB: 19 pages)
Our quarterly review of U.S. and Global Securities Markets.
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First Quarter 2011 Securities Markets Review (April 2011)
(778KB: 16 pages)
Our quarterly review of U.S. and Global Securities Markets.
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Calendar 2010 Securities Markets Review (January 2011)
(315KB: 18 pages)
Our year end review of U.S. and Global Securities Markets.
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Third Quarter 2010 Securities Markets Review (October 2010)
(298KB: 17 pages)
Our quarterly review of U.S. and Global Securities Markets.
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Second Quarter 2010 Securities Markets Review (July 2010)
(325KB: 19 pages)
Our quarterly review of U.S. and Global Securities Markets.
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Second Quarter 2010 Size & Style Analysis (August 2010)
(139KB: 4 pages)
Our quarterly review of the 3,000 largest U.S. stocks based on size/style classifications.
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First Quarter 2010 Size & Style Analysis (May 2010)
(154KB: 4 pages)
Our quarterly review of the 3,000 largest U.S. stocks based on size/style classifications.
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First Quarter 2010 Securities Markets Review (April 2010)
(304KB: 18 pages)
Our quarterly review of U.S. and Global Securities Markets.
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Fourth Quarter 2009 Size & Style Analysis (January 2010)
(146KB: 4 pages)
Our quarterly review of the 3,000 largest U.S. stocks based on size/style classifications.
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Calendar 2009 Securities Markets Review (January 2010)
(319KB: 21 pages)
Our year end review of U.S. and Global Securities Markets.
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Third Quarter 2009 Size & Style Analysis (October 2009)
(146KB: 4 pages)
Our quarterly review of the 3,000 largest U.S. stocks based on size/style classifications.
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Third Quarter 2009 Securities Markets Review (October 2009)
(307KB: 19 pages)
Our quarterly review of U.S. and Global Securities Markets.
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Benchmark Construction (October 2009)
(210KB: 11 pages)
Ever wonder how different equity indexes are constructed? Interested in the history of the Dow Jones Industrial Average? Concerned about how the annual Russell Reconstitution may impact your portfolio? This brief article, “Benchmark Construction” will answer those questions, and more.
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Biological Basis for Errors in Risk Assessment (October 2009)
(345KB: 24 pages)
While risk assessment plays an essential role for both investment managers and plan sponsors, it is critical that this risk be assessed correctly in order to yield meaningful results. This paper, “Biological Basis for Errors in Risk Assessment” details some of the most common errors in judgment, explores how the field of neuroscience is working to explain why investors make these errors in assessing risk, the brain’s response to risk, and then ultimately, how a quantitative approach to investing can help overcome human errors in risk assessment.
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Fiscal Year 2009 U.S. Equity Market Review (July 2009)
(283KB: 16 pages)
Mindful that many plan sponsors work on a June 30 fiscal year, this review of the U.S. equity market covers the trailing four quarters through June 30, 2009.
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Second Quarter 2009 Securities Markets Review (July 2009)
(296KB: 17 pages)
Our quarterly review of U.S. and Global Securities Markets.
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Second Quarter 2009 Size & Style Analysis (July 2009)
(142KB: 4 pages)
Our quarterly review of the 3,000 largest U.S. stocks based on size/style classifications.
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First Quarter 2009 Size & Style Analysis (May 2009)
(154KB: 4 pages)
Our quarterly review of the 3,000 largest U.S. stocks based on size/style classifications.
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First Quarter 2009 Securities Markets Review (April 2009)
(362KB: 21 pages)
Our quarterly review of U.S. and Global Securities Markets.
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