Evaluation Associates research staff regularly explores global market trends and new investment strategies in position papers. These papers are important educational tools and are distributed across our client base. Position papers are presented through ongoing Web-Ex presentations and client luncheons. Recent position papers include the following:
| Title | Date |
International small cap: An overlooked opportunity
By Robert Dwinall
05/01/10
Greece: The first domino?
By Dennis Santos
05/01/10
Choosing a qualified default investment alternative (QDIA)
By Sean X. Massey
03/18/10
The 130/30 portfolio: An alpha boost
By James Huntley
03/01/10
MLPs: I Heard it through the pipeline
By Reid Smith
03/01/10
Commodities: An inflation defense
By Bryan Decker, Marlo Palumbo
03/01/10
Market Review 2009 & Outlook 2010
By Bryan Decker, Ellen Petrino
01/30/10
Community investing: Opportunities across asset classes
By Janet Kalwat
10/01/09
TALF & PPIP: An investor's guide
By MaryAnn DiMaggio
07/29/09
Restoring confidence in the 401(k): what retirement plan sponsors need to do
By Christine Bradford
05/01/09
Small cap equities: will they lead following this recession?
By Robert Dwinall
03/01/09
Commercial real estate: weathering the storm
By Timothy Zukowski
03/01/09
Private equity: now what for LPs?
By Reid Smith
02/01/09
Outlook for 2009
By Bryan R. Decker, Ellen H. Petrino
02/01/09
Securities lending: incremental return or exponential risk?
By Dennis Santos
11/01/08
Responsible Investing: history, trends, and challenges
By Janet Kalwat
10/01/08
Where do we go from here?
By Bryan R. Decker
09/01/08
Target date funds: aiming for the right target?
By EAI Research Team
04/01/08
Distressed investing: the fine art of making money when things go bad
By MaryAnn DiMaggio
03/01/08
The rescue of Bear Stearns
By MaryAnn DiMaggio
03/01/08
Long-term financing in short-term clothing: auction rate securities
By MaryAnn DiMaggio
02/01/08
Outlook for 2008
By Bryan R. Decker, Ellen H. Petrino
02/01/08
Quants challenged in liquidity crunch
By EAI Research Team
08/01/07
The subprime mortgage market fallout
By MaryAnn DiMaggio
08/01/07
Exchange traded funds: fad or phenomenon?
By EAI Research Team
06/01/07
Investing in 130/30 strategies
By Janet Kalwat
06/01/07
Portable alpha—from theory to implementation
By EAI Research Team
04/01/07
Big trouble in little China: a review of recent market volatility
By EAI Research Team
03/01/07
2006: A year in review for active management
By EAI Research Team
02/01/07
Outlook for 2007
By Bryan R. Decker, Ellen H. Petrino
01/01/07
