Invest In Both Public REITs and Private Real Estate

  • July 16, 2019

Watch Origin Principal Michael Episcope explain why investors will benefit from keeping both public REITs and private real estate in their investment portfolios. While public REITs tend to fluctuate with the stock market, private real estate values remains steadily tied to the…

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The Uncommon Average

  • May 16, 2019

The US stock market has delivered an average annual return of about 10%. Most years, though, have been a lot different than the average. Understanding the range of outcomes can help increase the odds of a successful investment experience in…

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Mutual Fund Landscape 2019

  • April 23, 2019

Using a representative sample of US-domiciled mutual fund returns from Morningstar, the report documents the power of market prices by assessing fund returns over multiyear periods. The exhibits include data visualizations of fund survivorship and outperformance, persistence of top-quartile funds,…

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Matrix Book 2019

  • April 17, 2019

The annual survey of investment performance draws on historical data to look beyond short-term market fluctuations and shed light on the dimensions that explain differences in returns.   The Matrix Book is a unique a tool for seeing decades of…

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The Index Bogeyman

  • April 4, 2019

Index funds have received increased attention from investors and the financial media. Some people have claimed that greater usage of index funds may be distorting market prices, but despite their growing popularity, the data continue to support the idea that…

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Dimensional On: Recent Market Volatility

  • October 16, 2018

What should you make of recent ups and downs in the stock market? Here’s helpful context on volatility and expected returns. Jake DeKinder, Head of Advisor Communication, explains why investors should view recent market declines as part of the nature…

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