STANDUP Resources

On page 186 of STANDUP to the Financial Services Industry, the tools necessary for advisor accountability meetings are referenced for you. Those tools and resources are listed here.

Projection Assumption Guidelines, Nathalie Bachand, Martin Dupras, Daniel Laverdiere, A. Kim Young

On Persistence in Mutual Fund Performance, Mark Carhart

The Professional Financial Advisor, John J De Goey

The Performance Of Mutual Funds in The Period 1945-1964:Michael Jensen

The Misguided Beliefs of Financial Advisors, Brian T. Melzer, Juhanni T. Linnainmaa, Alessandro Previtero

S&P Dow Jones Indices : SPIVA

The Arithmetic of Active Management, William F. Sharpe