Size Does Matter!


In a recent article posted in Investment News, the world’s largest bond fund, Pimco Total Return, was sighted for large cash outflows.  Redemptions are just one of Pimco’s problems, the other is size. Due to the enormous size of Pimco’s bond funds, they were ineligible to be included in our clients’ fund lineup. We know from years of experience, that once a fund gets too big for its space, it ends up behaving like an index. The real questions are: Do you have an oversized fund like Pimco in your line up? And why?

Our process is designed to avoid these questions, and make choices easier for the employer and the employee.

If you are interested in a straightforward approach to helping your employees, don’t hesitate to call Lyle at 203-210-7814

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