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The Focused Fiduciary Title

Welcome to the Nottingham Focused Fiduciary, a publication aimed at delivering a succinct and valuable message to fiduciaries. This month lets take a brief look at the recent D.O.L. Fiduciary ruling.

Nottingham’s Chief Investment Officer Larry Whistler, CFA participated in the Barron’s ETF Roundtable on March 14th, to discuss what investors really need to know before buying “strategic beta.”

Click here to read the full article.

barrons etf roundtable

 

 

 

 

 

 

 

“The challenge with strategic beta, or any factor-based investment, is that they can underperform a traditional cap-weighted index for quite a long period—two, three, even five years.”

– Larry Whistler

The Focused Fiduciary Title

Welcome to the Nottingham Focused Fiduciary, a publication aimed at delivering a succinct and valuable message to fiduciaries. This month let’s take a look at the top five must-ask questions when hiring a pension consultant!

The Focused Fiduciary Title

Welcome to the fourth edition of the Nottingham Focused Fiduciary, a publication aimed at delivering a succinct and valuable message to fiduciaries. This month let’s take a look at the various ways to measure and monitor your investment manager.

Nottingham Advisors now has their very own ETF Strategist page on ETFtrends.com. Moving forward we will be providing thought leadership and publications on various topics within the ETF and investment industry. In our debut, Portfolio Manager Matthew Krajna, CFA discusses managing volatility within an investment portfolio. Click here to read the full article!

nottingham etf trends

The Nottingham Quarterly Chartbook  is our internal chart book aimed to deliver a wide set of commentary on the most pertinent graphs and illustrations from today’s economy.  As always, feedback on our publications is welcome.  If you have any questions or comments, never hesitate to contact us, as we continually strive to “prove our worth, by building yours.”

Chief Investment Officer Larry Whistler provides commentary on today’s financial markets in this release of the Nottingham “Take Five.”

 

The Focused Fiduciary Title

Welcome to the third edition of the Nottingham Focused Fiduciary, a publication aimed at delivering a succinct and valuable message to fiduciaries. This month let’s take a look at the ERISA Five Part Test which identifies individuals as a Fiduciary.

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