Are your investments working for YOU?

As a rule, we want those involved in the investment process with us to be focused exclusively on maximizing the possibility of a successful investment experience.

The potential merits of ESG investing could be debated ad nauseam. From an apolitical perspective, at Efficient, we have a practical preference to follow the long-standing evidence academia has provided. This means avoiding arbitrary exclusions, maximizing diversification opportunities, minimizing costs, and tilting towards areas of the market where premiums have persisted over time. Influences on the investment experience outside of this may have some ancillary benefits (potentially aligning values with investing), but they are not likely to maximize your expected investment results.

In that vein, we’re passing along the results of a recently released report by “The Committee to Unleash Prosperity.” This analysis seeks to measure the degree to which asset managers focus exclusively on investment results. Among the 40 Most Active Voting Asset Managers ranked, only 4 received grades of an “A,” indicating a propensity to focus on shareholder value above other factors. To our pleasure, in first and second place on the list were our partners Vanguard and Dimensional.

Below is a list of the Top 10:

For access to the full list, click here.

This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. All information is believed to be from reliable sources; however we make no representation as to its completeness or accuracy. All economic and performance data is historical and not indicative of future results. Market indices discussed are unmanaged. Investors cannot invest in unmanaged indices. The publisher is not engaged in rendering legal, accounting or other professional services. If assistance is needed, the reader is advised to engage the services of a competent professional. This material was prepared by Efficient Advisors, LLC (“EA’) for Mark Lund, Mark is a Financial Advisor in Utah. He is known as a Wealth Advisor, The 401k Advisor, Investor Coach, Financial Planner, Investment Advisor and author of The Effective Investor. Mark offers investment advisory services through Stonecreek Wealth Advisors, Inc. a fiduciary, independent, fee-only, Registered Investment Advisor firm providing investment management and retirement planning for individuals and 401k consulting for small businesses. Mark’s newsletter is called The Effective Investor Newsletter. Cities served in Utah are: Salt Lake City, Salt Lake County, Utah County, Park City, Murray City, West Jordan City, Sandy City, Draper City, South Jordan City, Provo City, Orem City, Lehi City, Highland City, Alpine City, American Fork City. The views expressed herein are exclusively those of Efficient Advisors, LLC (‘EA’), and are not meant as investment advice and are subject to change. All charts and graphs are presented for informational and analytical purposes only. No chart or graph is intended to be used as a guide to investing. EA portfolios may contain specific securities that have been mentioned herein. EA makes no claim as to the suitability of these securities. Past performance is not a guarantee of future performance. Information contained herein is derived from sources we believe to be reliable, however, we do not represent that this information is complete or accurate and it should not be relied upon as such. All opinions expressed herein are subject to change without notice. This information is prepared for general information only. It does not have regard to the specific investment objectives, financial situation and the particular needs of any specific person who may receive this report. You should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed or recommended in this report and should understand that statements regarding future prospects may not be realized. You should note that security values may fluctuate and that each security’s price or value may rise or fall. Accordingly, investors may receive back less than originally invested. Investing in any security involves certain systematic risks including, but not limited to, market risk, interest-rate risk, inflation risk, and event risk. These risks are in addition to any unsystematic risks associated with particular investment styles or strategies.