Diversified Digest: August 22

August 22nd, 2017  | by R. Samuel Fraundorf

Diversified Trust’s investment team brings you headlines of note for the week. Click on the links to access the articles. We realize there has been a great deal of political risk and the media has certainly stepped up their willingness to cover and comment on every aspect of it.  But a review of the past…

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Should Marketplace Lending Be in Your Portfolio?

August 15th, 2017  | by Mark Bell

Marketplace lending has grown by nearly 150% on a compound annual basis for the last half decade. Strong growth and real longevity mean that most advisors have to consider the role that marketplace lending plays in their client’s portfolios. Let’s examine what marketplace lending is, the questions of its classification as an asset class, investment…

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Diversified Digest: August 7

August 7th, 2017  | by R. Samuel Fraundorf

Diversified Trust’s investment team brings you headlines of note for the week. Click on the links to access the articles. Many of us with children and grandchildren may struggle to understand the influence their smartphones have on who they become.  Unfettered access to almost anything can be a very scary thing and has impacted an…

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Diversified Digest: July 31

July 31st, 2017  | by R. Samuel Fraundorf

Diversified Trust’s investment team brings you headlines of note for the week. Click on the links to access the articles. The last ten days inside the Beltway have had more news, twists and surprises than the first six months of 2017.  The GOP failed to make good on its seven year promise to repeal the…

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An “Aha Moment” Regarding Performance Measurement

July 19th, 2017  | by William Spitz

Performance measurement is an important component of investment management since individual investors have a personal stake in the achievement of their investment goals, and fiduciaries have a legal responsibility to assess the progress of the funds for which they are responsible. But, performance measurement is also fraught with peril.  Many investors focus intensely on the…

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