smart beta

The Bogdahn Group is Now AndCo Consulting

January 9, 2017

Author Name By Mike Welker, CFA

As The Bogdahn Group, we have always endeavored to place our clients first, without exception or caveat. We take our role as an independent institutional consulting firm and plan fiduciary very seriously, and we believe this approach and philosophy adds real value to our clients. To ensure that the client always comes first in the […]

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What is AndCo’s Business Partnership?

September 6, 2017

Author Name By Mike Welker, CFA

While merit and skill are important, partners at our firm are considered based on who they are, not what they do or have done. We firmly believe it is our partners’ character that drives what they accomplish that can permit them the opportunity for equity participation. We have coined the phrase “net giver” at our […]

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Defining Value Series Part 1: Listening

August 15, 2017

Author Name By Mike Welker, CFA

So much in our lives is defined largely by perception. Did you enjoy the latest summer blockbuster or find it boring? Did you find dinner satisfying or lacking? In these examples, one needs only to check his or her expectations and decide from there. Was the movie critically acclaimed? Was the restaurant highly rated on […]

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Investment consulting firm expands presence in Midwest with strategic on-boarding of industry veteran. DETROIT (August 7, 2017) — AndCo Consulting, an independent, employee-owned institutional investment consulting firm, is pleased to announce the addition of Mike Holycross as a senior consultant in the company’s Southfield, MI office. In his new role, Holycross will work with AndCo’s […]

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The Dating Pool: A View Askew

May 15, 2017

Author Name By Troy Brown, CFA

Many people who didn’t know me earlier in life have trouble believing I was quite the hefty lad. That is the politically correct way of saying I was a “tubby kid,” but since I’m talking about myself, I don’t have to choose my words with any level of sensitivity. It all started the summer before […]

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A very common mistake when selecting funds for a defined contribution menu is overemphasizing manager performance without properly considering the risk controls, adherence to style parameters and overall selection process. If a money manager has top decile returns over a given period, does it really matter how they got there? After all, they generated superior […]

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There is a fascinating concept in Major League Baseball where, during warm-ups, the players do something called “fake hustle.” When running, they swing their arms faster than normal and over-exaggerate their leg movements but do not actually run any faster. From a distance, the coaches believe the players are hustling and giving 100%, but in […]

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TEXPERS

April 11, 2017

Author Name By Steve Gordon

Texas Association of Public Employee Retirement Systems 28th Annual Conference Hilton Austin – Austin, TX April 9 – 12, 2017    

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The quote above is from a recently trending “phrases of the 80’s” hashtag (#) on Twitter that made me chuckle. Like many others, this expression belongs in the annals of history as one you’ll probably never hear again. As a teen of the 80’s, I spent many of my formative years hanging out at the […]

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When defined contribution plan participants seek guidance or personalized advice related to their deferrals and investment options, they are counting on their employers to ensure the accountability and trustworthiness of the individuals providing it. After all, plan participants do not select those professionals themselves. Under the previous administration, the Department of Labor issued the Fiduciary […]

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A Math Problem

February 27, 2017

Author Name By Troy Brown, CFA

Without revealing or claiming an ideology, I will admit I get most of my news from watching and reading sources that are largely contrary to my leanings. Whether it’s the hypocrisy of one side blaming the other for all of the country’s ills or the 24-hour sound-bite society we all live in, the result is […]

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