-
Join 234 other subscribers
Meta
-
Recent Posts
- Is the DOL/EBSA Trying to Serve Two Masters? ERISA Section 404(a)’s Independent Investigation and Evaluation Requirements and the DOL/EBSA Proposed Rule on Alternative Investments
- Much Ado About Nothing?: The DOL’s New Alternative Investment Rule vs. the Administrative Procedure Act
- Reasserting ERISA’s Private Enforcement Design: A Rebuttal to EBSA’s “Frivolous Litigation” Narrative
- When Income Is Not Enough: Why the Continued Inclusion of In-Plan Annuities May Breach ERISA Duties When Compared to Capital-Preserving Income Alternatives and Strategies
- The Active Management Value Ratio as a Cost-Benefit Framework: Integrating AI into Fiduciary Prudence Analysis
The Prudent Investment Adviser Rules
-
Join 234 other subscribers
Tag Archives: investment
The Active Management Value Ratio as a Cost-Benefit Framework: Integrating AI into Fiduciary Prudence Analysis
James W. Watkins, III, J.D., CFP EmeritusTM, AWMA®InvestSense, LLC I. Executive SummarySeveral years ago, I created a simple metric, the Active Management Value Ratio™ (AMVR). Since studies have shown that people are more visually oriented than verbally oriented, the AMVR … Continue reading
The Prudent Investment Fiduciary Rules 