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PPCA Commentaries
http://www.ppca-inc.com/Commentaries/Commentaries.htm
Surz Commentaries are designed to improve market intelligence so better decisions can be made going forward. We identify the segments of the stock market that have behaved well and poorly with several objectives in mind:. Identify trends in investor preferences. Establish a framework for evaluating investment manager performance. Put investment performance into perspective. Check out Ron's perspective on the capital markets by reading his most recent commentaries below:. July 22, 2016. July 6, 2015.
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PPCA Incl. - Related Sites
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The Capital Spectator - Investing, asset allocation, economics and the search for the bottom line. The Pension Research Institute - Risk is not volatility. It's the potential for harm. Dr. Frank Sortino has taken the lead in advanced risk measurement. Http:/ iwd.paladinregistry.com/author/ron-surz/. Advisor Perspectives: http:/ advisorperspectives.com/search.php? Wwwppca-inc.com/WhitePapers/white papers.htm.
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PPCA, Inc. - Consultants
http://www.ppca-inc.com/Consultants/consultants.htm
Insanity is doing the same thing over and over again; each time expecting a different result. Ndash; Albert Einstein (1879-1955). Please refer to CFA Institute Blog: Better Investment Consulting. Ideologies to Attract and Retain Clients. Blame Advisors for Investment Manager Failures:. 2014 was an awful year for active investment managers, with more than 80% failing to outperform their benchmarks. To see how Surz indexes help. Sophisticated and timely performance reviews:. Willing to pay a little to know...
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PPCA, Inc. - PIPODs
http://www.ppca-inc.com/PODs/pipods.htm
Portfolio Opportunity Distributions (PODs). Popular Index Portfolio Opportunity Distributions (PIPODs). Unify the better aspects of peer groups with those of benchmarks to create a performance evaluation background that is fairer, more accurate, much more timely than current approaches, and it provides indications of significance that are unattainable elsewhere. Please read the following article for more details. Unifying Best Practices to Attain Best-of-Breed Investment Performance Evaluation. Benchmark...
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PPCA, Inc. - PODs Overview
http://www.ppca-inc.com/PODs/pods.htm
Timely and accurate evaluation of investment performance for traditional and hedge fund managers. Portfolio Opportunity Distributions (PODs). Comprise all of the realistic portfolios that can be constructed from the constituents of a specific index, actualizing comparative universes with three important benefits:. POD universes are timely,. Available days after quarter end. Inferences of success or failure drawn from these bias free universes are reliable. Popular Index PODs (PIPODs):.
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PPCA, Inc. - PODs Evaluation Software
http://www.ppca-inc.com/PODs/pods_evaluation_Soft.htm
Windows 95, 98, Me, NT, 2000 or XP. Windows 95, 98, Me, NT, 2000 or XP. Register to download a FREE copy of PIPODs. Register to download a FREE copy of HedgePODs. When you register with PPCA, you will receive notices when updates to PIPODs become available. Your contact information will never be sold or distributed. When you register with PPCA, you will receive notices when updates to HedgePODs become available. Your contact information will never be sold or distributed.
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PPCA, Inc. - Surz Styles
http://www.ppca-inc.com/SurzStyles/surz_styles.htm
Indexes are mutually exclusive and exhaustive, and they include a style in between value and growth that we call core. Style indexes without core are like Oreo cookies without the filling. For a brief description of how and why indexes and benchmarks are different, download. Benchmarks and Indexes: The Good, the Bad and the Ugly. For an update on style classifications, read our white paper, " Update on Style Classifications of Financial Stocks.
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PPCA, Inc. - Centric Core
http://www.ppca-inc.com/CentricCore/CentricCore.htm
Russell and S&P Indexes are Rotten to the Core, and Molding Away. June 6, 2016. Smart Beta Generates Smart Alpha. The S&P 500 Is Not Smart. SeekingAlpha.com, February 10, 2016. When It Comes to Smart Beta Investing, How Smart Do You Want to Be? ThinkAdvisor.com, November 21, 2013. Introducing the Smarter Beta Index: Centric Core. Centric Core Tear Sheet. Core vs. Blend. By David Blanchett, Journal of Index Investing. Monthly and Quarterly Centric Core Returns Back to 1986. The Centric Core Story.
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PPCA, Inc. - White Papers
http://www.ppca-inc.com/WhitePapers/white_papers.htm
The Truth About Investment Styles. What Determines Value and Growth? What Investors Really Want from Their Financial Advisors: Can Robos Deliver? The New Definition of Investment Manager Success: How to Tell Who s Winning. Blame Advisors for Investment Manager Failures. A Call for Investor Action: Demand Better Investment Manager Consulting. The Yin and Yang of Change: The Compelling Case for Changing Hedge Fund Due Diligence. Smart Betas Brain-Drain Active Managers While Smarter Betas Empower Them.
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PPCA, Inc. - Style Scan
http://www.ppca-inc.com/StyleScan/StyleScan.htm
Style Scan plots individual stocks in Cartesian (X-Y). Style space. In this way, every portfolio has a "style signature". That is unique, so we can compare managers and watch signatures change through time. Sometimes, because stocks change styles, style drift occurs in the absence of trading. A Style Scan demonstration. Is now available . Click the DEMONSTRATION. Tab on the left for operating instructions.