The puzzle makes sense once all the pieces are in place.
Managing your organization's portfolio need not be fraught with complexity. Bidart & Ross, Inc. simplifies the decision making process that surrounds the creation, implementation and monitoring of investment strategies for institutional portfolios and trusts. For more than 20 years, clients have relied upon Bidart & Ross’ wholly independent, client-centric business practices to make better, more fully informed investment decisions. At Bidart & Ross, we're committed to providing fiduciaries of retirement plans and foundations with the kind of investment advice expected from a wholly independent advisor. Our “client first” philosophy focuses on objectivity, independent research and rigorous analysis to ensure clients receive customized solutions to meet their needs.
For more on how we provide clients the straightforward means for thoroughly understanding and better managing their investment portfolios, please take a few moments to explore our firm’s practices. About
Market Quotes
| S&P 500 | 1090.10 | ||
| ^RUI | 600.62 | ||
| ^RUT | 632.26 | ||
| ^RUA | 642.51 |
Latest Informed Sponsor Report
An Argument for Commodities and What To Be Aware Of from Different Investment Options:
Many institutional investors have been considering adding investments to commodities to enhance portfolio diversification – but why?
By Annette Bidart, Bidart & Ross, Inc.
Financial theory suggests that commodities will provide an inflation hedge, offer lower overall portfolio volatility and enhance long-term risk adjusted returns. If you’re considering these portfolio additions, Bidart & Ross’ latest Informed Sponsor Report outlines the pros and cons associated with the four most common types of commodities products.
Quarterly Market Commentary
After a strong performance last quarter the U.S. equity markets failed to keep the rally going, as the Dow Jones Industrial Average see-sawed around the 10,000 mark. The U.S. equity markets experienced volatile swings, and fell into a funk in May; ending the quarter in negative territory. The Dow Industrial Average fell 9.4%, the S&P 500 fell 11.4%, and the NASDAQ fell 11.9%. Over the 1 year period the U.S. equity markets have remained in positive territory. The Dow Industrial Average is up 18.9%, the S&P 500 is 14.4%, and the NASDAQ is up 15.9%. Download Complete Quarterly Market Commentary
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The principals at Bidart & Ross regularly pen Informed Sponsor Reports that provide retirement plan sponsors and trustees in-depth and timely information about market trends and issues. In addition, there are a number of research papers that are dedicated to topics that would be of interest to the institutional investor. To automatically receive these reports, please indicate where you’d like us to direct the information.
