Research & Whitepapers


October 2013 – Finding Better Value For Our Clients’ Portfolios: An Examination Of Active And Passive Investment Strategies

The purpose of this paper is to examine the level of success of actively managed investment strategies in US equity markets relative to index or passively managed investment strategies. Throughout this examination, we demonstrate why Guidance Point’s philosophy utilizes a default position on US equity strategies that is built on indexing.

Periodic Table of Returns 

The Periodic Table of Investment Returns depicts annual returns for various major asset classes, ranked from best (top) to worst (bottom). Each asset class is color-coded for easy tracking. Rather than using indices that do not represent returns realized by much of the investable world, Guidance Point displays the median mutual fund manager returns as a “real world” proxy.

123112 Periodic Table of Returns