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These ideas are designed to assist you in having a thorough and balanced discussion about investing. The following topics comprise what we consider to be some of the most often misperceived and misrepresented issues that investors face. Whether you are gathering information in order to build a strong case for an investment action, are suspicious of some claims you have heard but have difficulty refuting them, or are simply curious and enjoy learning about investments, these ideas should be helpful in advancing your cause. 

• Getting good information
• Under-appreciated risks
• Return expectations: Fact vs. fiction
• Passive investing may be riskier than you think
• Active management: Why even try?
• Active management: Other considerations
• Things you can do

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While Areté always strives to be at the forefront of investment insight, none of it matters unless our clients are better off as a result.

David Robertson, CFA, CEO, Founder, Areté Asset Management

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The landscape for investing

• Investing in stocks is a different proposition than it used to be
• Too much debt changes the game
• The role of credit in affecting asset prices
• Shadow banking has fundamentally changed the financial and economic landscape

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The landscape for investment services

• The future of investment management
• A large number of investors are underserved
• Younger generations will disrupt the market for investment services

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How to ...

• How to evaluate a money manager
  
• How to use past performance in evaluating managers
  

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Interested in learning more?

Areté Blog
The Areté Blog provides original, insightful, and timely commentary about important investment issues. Join our mailing list and receive regular updates.

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Personal CIO Service
We have a huge base of research that touch on these subjects and many, many more. If you are seriously interested in learning more and how these things might affect your investment decision making, please consider signing up for a free trial of the personal CIO service.

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