Monroe Vos Research

Defined Contribution Review & Outlook

2nd Qtr 2013 Review & Outlook for Defined Contribution Plans.

Interest Rates and Other Issues

2nd Qtr 2013 Review & Outlook - The current investment environment is concerned with the political environment in Washington, the economy, inflation, the direction of interest rates, the future performance of the emerging markets, and the valuation of the U.S. ...

Another Good Quarter

1st Qtr 2013 Review & Outlook - The stock market had another good quarter with the S&P 500 Index up 10.6%, the Dow up 11.9%, the S&P Mid Cap Index up 13.5%, and the Russell 2000 Index (small cap) up ...

A Good Year

4th Qtr 2012 Review & Outlook - 2012 was a good year for both the stock market and PIMCO in the bond market. The S&P 500 was up 16.0% and your equity managers were by and large up more. The ...

Working For The Client And No One Else (Forbes)

The Monroe Vos Consulting Group offers an independent advantage. At first glance, The Monroe Vos Consulting Group might appear to be just another thriving, regional investment consulting firm...

Uncertain Times

3rd Qtr 2012 Review & Outlook - Tim Vos and I attended the Institutional Investor annual Roundtable for Consultants and Institutional Investors in Chicago in early October. The Institutional Investor Instituteā€™s mission is to bring senior executives in investment management, ...

After the Fall A Race Against Time

2nd Qtr 2012 Review & Outlook - Europe continues to be a problem for the global economy. In addition, we also have problems in the U.S. like the expiration of the Bush Era tax cuts, the deficit, the election, cities ...

The Importance of Asset Allocation

The asset allocation decision is the most important one for foundations. Studies show that 80% - 90% of investment return comes from asset allocation versus manager selection. In spite of these studies, foundation investment committees spend more time evaluating and ...

I'm Worried

1st Qtr 2012 Review & Outlook - The first quarter of 2012 ended on a high note. The stock market (S&P 500) was up 12.6%, the NASDAQ was up 19.0% thanks to Apple, and the Dow was up 8.8%. The ...

The Purpose of Fixed Income in Portfolio Asset Allocation

We believe that every portfolio needs an anchor to provide stability. Historically, high grade fixed income has been one of the few, if not only, asset classes to offset value declines in risk assets such as equities and equity-like investments. ...