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U.S. Equity Bull Markets Comparison Since 1932

Submitted by Your Personal CFO - Bourbon Financial Management on January 5th, 2018

U.S. Equity Bull Markets Comparison Since 1932.png

Active vs. Passive for Emerging Markets Equity Funds

Submitted by Your Personal CFO - Bourbon Financial Management on January 5th, 2018

Active vs. Passive for Emerging Markets Equity Funds.png

Percentage of Time in Which U.S. Active Funds Outperformed over 5 Years, Since 1997

Submitted by Your Personal CFO - Bourbon Financial Management on January 5th, 2018

Percentage of Time in Which U.S. Active Funds Outperformed over 5 Years, Since 1997.png

Percentage of Time in Which U.S. Active Funds Outperformed over 10 Years, Since 1997

Submitted by Your Personal CFO - Bourbon Financial Management on January 5th, 2018

Percentage of Time in Which U.S. Active Funds Outperformed over 10 Years, Since 1997.png

Actively Managed U.S. Funds that Outperformed the Index by Asset Class Since 1997

Submitted by Your Personal CFO - Bourbon Financial Management on January 5th, 2018

Actively Managed U.S. Funds that Outperformed the Index by Asset Class Since 1997.png

Percentage of Time Periods in Which Actively Managed Open-End U.S. Funds Outperformed S&P 500 Index Since 1997

Submitted by Your Personal CFO - Bourbon Financial Management on January 5th, 2018

Percentage of Time Periods in Which Actively Managed Open-End U.S. Funds Outperformed S&P 500 Index Since 1997.png

Asset Allocation of Global Pension Plans Since 1997

Submitted by Your Personal CFO - Bourbon Financial Management on December 8th, 2017

Asset Allocation of Global Pension Plans Since 1997.png

Equity vs. Bond Fund Flows Since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on December 8th, 2017

Equity vs. Bond Fund Flows Since 1990.png

U.S. Expected Returns by Asset Class: 2018 vs. 2017

Submitted by Your Personal CFO - Bourbon Financial Management on December 1st, 2017

U.S. Expected Returns by Asset Class - 2018 vs. 2017.png

Equity Market Return Assumptions by Region: 2018 vs. 2017

Submitted by Your Personal CFO - Bourbon Financial Management on December 1st, 2017

Equity Market Return Assumptions by Region - 2018 vs. 2017.png

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