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Chapter Meetings


FPA of Southern Arizona

2014 Program Schedule

 

All presentations begin at 2:30 pm (unless a luncheon) and are held at the Tucson Jewish Community Center (3800 E River Rd, Tucson, AZ 85718) 

 

 

Investors Holding Only Index Funds Have a Better Chance for Success  

 

Presented By:  Richard Ferri, CFA   

 

The success of index investing in individual asset class categories has been widely documented. However, surprisingly little research is available that compares the performance of diversified
portfolios of index funds with
portfolios of actively managed funds. The analysis has been hindered by the relatively short length of time index funds have been available in most asset classes and a survivorship bias that existed in most commercially available mutual fund databases.

 

A prudent mutual fund selection strategy is important to an investor's wealth accumulation. Two distinct strategies are compared in this report: one that selects low-cost market-tracking index funds exclusively and a second that selects from actively managed funds that attempt to outperform the markets. Overwhelming evidence is found in support of an all index fund strategy.

 

Wednesday, August 13, 2014  

 

 
Presentation from

2:30 pm to 5:00 pm

 

  Please arrive at least 15 minutes early to check-in.  

 

TJCC

 

 

Location: Tucson Jewish Community Center 

3800 E River Rd  Tucson, AZ 85718

FPA of Southern AZ Member

Free / Guest $25 / Includes  CFP CE credits  

Pay online in advance with a credit card
 

 

RSVP  to Gerry Oldenski at  

 

About the Speaker:

Richard (Rick) A. Ferri, CFA is a leading expert on low-cost index fund investing. Through his work as a researcher and investment manager, he continually monitors and evaluates the latest trends related to index funds and exchange-traded funds (ETFs). Rick utilizes his in-depth research about index fund investing strategies to guide the Investment Committee of Portfolio Solutions, the low-fee investment management firm he founded in 1999. In addition, he shares his insights as a frequent news commentator, Forbes columnist, media contributor and public speaker.

A CFA Charterholder (Chartered Financial Analyst) through the CFA Institute, Rick holds a Master of Science degree in finance from Michigan's Walsh College, where he has served as an adjunct professor. He earned his Bachelor of Science degree in business administration from the University of Rhode Island. Prior to entering the financial industry, Rick served as a U.S. Marine Corps officer and fighter pilot before retiring from the reserves in 2001 with twenty years of service.


Upcoming Meetings -

Mark Your Calendars    

Wednesday, September 10, 2014  

Annual Economic Update Luncheon 

    

If you have any ideas for topics or speakers, please contact John Loeken at johnloeken@gmail.com 

0r 520-395-8228.

 


 

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