Tag Archives: fiduciary liability

4Q 2021 AMVR “Cheat Sheet”

Posted on January 11, 2022 by investsense

At the end of each calendar quarter, InvestSense publishes the 5 and 10-year Active Management Value Ratio (AMVR) scores of the non-index funds in “Pensions & Investments” annual survey of the most used mutual funds in U.S. defined contribution plans. … Continue reading →

Posted in Active Management Value Ratio, AMVR, Consumer Protection, cost efficient investing, cost-effficiency, DOL fiduciary rule, ERISA, Fiduciary, fiduciary prudence, fiduciary responsibility, Fiduciary Standard, financial planning, Portfolio Construction, portfolio planning, Retirement Planning, Uncategorized, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , | Leave a comment

3Q 2021 Top Ten 401(k) AMVR “Cheat Sheet”

Posted on October 3, 2021 by investsense

Posted on October 3, 2021 by jwatkins When InvestSense prepares a forensic analysis for a 401(k)/403(b) pension plan, a trust, an attorney, or an institutional client, we always do an analysis over five and ten-year time periods to analyze the … Continue reading →

Posted in 401k, Active Management Value Ratio, Closet Index Funds, cost-effficiency, ERISA, Fiduciary, fiduciary prudence, fiduciary responsibility, Uncategorized, Wealth Accumulation, Wealth Preservation | Tagged , , , , | Leave a comment