Klein Decisions

K⁴Portfolio Selection

Investor' conflicting goals and preferences can complicate the suitability and profiling process. We have heard from many investment professionals that the ideal solution would resolve all these conflicts at once, require only a few, easy to understand inputs, point the investor to a portfolio with a highest probability of achieving the objectives, and do it all in an engaging manner. So Klein Decisions' has created K⁴ Portfolio Selection - read on and see how this may be your ideal solution. MORE

Rolling vs. Fixed Period Returns

Many investment models are constructed using single pint statistics such as five-year return or ten-year alpha. Others prefer to measure the same factors over rolling periods. Each approach has its plusses and minuses and each has its staunch believers. We look at data from 1997-2006 to gauge which is more predictive of future performance. You may be a little surprised by the results--we were! MORE

Potentially Higher Returns, Definitely Lower Expenses

Alpha Cycle Klein Indexes

Indexers charge that the "average" mutual fund will not consistently outperform the appropriate index. But are investors really looking for "average" funds? Following other research that supports persistence in individual fund performance for short to intermediate periods, we've been able to use K⁴ Fund Selection to construct portfolios of funds that have produced superior results. MORE

K⁴ Plan Goals

Today's retirement savings calculators and guidance tools fail to guide or motivate retirement plan participants to action because they fail to provide an engaging process or a comprehensive final answer. Klein Decisions K4 Plan Goals is a whole new approach that overcomes these problems and measurably increases the health of the plan from a participant, sponsor, advisor, and fiduciary standpoint. MORE

Adding Value In Fund Evaluation

Three commonly used standards of value-added return are alpha, the Sharpe Ratio, and the Information Ratio. Here's how to determine which is most appropriate in your specific analysis. MORE

A Powerful New Approach to Investment Decisions

Excellent investment decisions are not the result of a process of elimination or one-size-fits-all client profiling. Instead they require balancing a number of factors of varying importance. Fortunately, there are tools to help you do this in a rigorous yet easy and repeatable manner. MORE