IFA-I's Commitment to Passive Investing and Rebalancing
Nobel Prize winning research documents that the most prudent approach for minimizing risk and maximizing expected return is to invest in an entire index, or better yet, a globally diversified, small and value tilted portfolio of indexes. This investment strategy puts the key factors of investment success within your control, as opposed to guessing the outcomes of the future returns of concentrated positions. Free markets work and risk and return are related. The asset allocation of well documented risk factors among equities, like small and value companies, determines the vast majority of available public equity returns.
The asset allocation of index funds which capture these risk factors should be determined based on an individual’s or a committee’s risk capacity, not a prediction of short term market performance. By using index funds to deliver the returns on underlying asset classes, you don't incur the uncertainties of manager performance or style drift. IFA-I advises institutional clients that accepting market rates of return, keeping costs low, maximizing diversification, and maintaining discipline will provide a successful investment experience for its institutional clients.
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Past performance does not guarantee future results.
WARNING: Past performance does not guarantee future
results. Investment returns and principal value will fluctuate,
so that investors' shares, when sold, may be worth more or less
than their original cost. Investing in any mutual fund, index or
actively managed, does not guarantee that an investor will make
money, avoid losing capital, or indicate that the investment is
risk-free. Actively managed funds sometimes outperform index funds.
You just don't know in advance which actively managed fund will
outperform the appropriate index. Just because a mutual fund is
an index mutual fund, it does not guarantee a performance superior
to an actively managed mutual fund. There are no absolute guarantees
in investing. When reviewing any backtested performance information
on this internet site, please read the Disclosure for Backtested
Performance Information (click
here to read the Disclosure for Backtested Performance Information.)
Index Funds Advisors, Inc. - 19100 Von Karman., Suite 450 - Irvine, CA 92612-
Call Toll Free: 888-643-3133
Local Phone: 949-502-0050 - Fax: 949-502-0048 - Email: info@ifa.com
