|[October 15, 2013]
Segal Rogerscasey's Investment Insight Calls Past Performance a Flawed Strategy
NEW YORK --(Business Wire)--
Rogerscasey's new Investment Insight, "Past Imperfect: Why
Using Past Performance as the Primary Indicator of Future Performance Is
a Flawed Strategy," the author, Tim Barron, CIO, declares: "The
changing nature of the markets, along with the variability of approaches
to decision making, adds another complexity, making it extremely
difficult to use past performance as an indicator of future success."
The paper goes on to explain why using past performance to predict
future performance is not reliable. Data for three asset classes (U.S
equity, non-U.S. equity and U.S. fixed-income) is exhibited as evidence.
The issue also addresse why it is so difficult to beat most benchmarks
and what investors can do to select managers that will be successful in
The full issue is here: http://www.segalrc.com/pubs/insight/past102013.pdf.
a member of The Segal Group, is a leading global investment solutions
firm that provides innovative, client-driven consulting advice and
outsourcing solutions. The firm has been in operation for more than 40
years and is one of the largest U.S.-based investment consultants.
Clients include corporations, non-profit organizations, endowments,
foundations, state and local governments and joint boards of trustees
administering benefit plans under the Taft-Hartley Act. The firm works
with financial services firms through Rogerscasey, a Division of Segal
Advisors, and with Canadian clients through Segal Rogerscasey Canada.
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