Wurts In the News
Black Swan Protection article
July 19, 2010 - Mr. Eric Petroff gets quoted in a Bloomberg article on "Black Swan Protection".... More
Quarterly Research Conference Call
July 19, 2010 - The materials for our regular quarterly research conference call are available for download.... More
Hedge Fund Outlook May 2010
May 27, 2010 - Wurts & Associates is pleased to announce the release of its Hedge Fund Outlook, which is another piece within the spectrum of our comprehensive top down asset class research. We be... More
Wurts DC Recordkeeping Fee Study
May 03, 2010 - As you are likely aware, the Department of Labor has been steadily increasing scrutiny on retirement plan fees and in coming months is expected to issue more clarification on the standa... More
The Beta-Alpha Ratio
April 21, 2010 - The Beta-Alpha Ratio: Marrying Theory & Reality in the Pursuit of Excess Returns – Wurts & Associates is pleased to release its latest Topic of Interest which discusses new ... More
Quarterly Research Reports and Conference Calls
April 20, 2010 - Wurts & Associates is pleased to announce the release of its latest Quarterly Research Report. The materials for our regular quarterly research conference call are available for do... More
Quarterly Research Conference Call
January 19, 2010 - The materials for our regular quarterly research conference call are available for download.... More
Fund Fire - Quant Managers
December 14, 2009 - Wurts & Associates urges caution with Quant Managers in a Fund Fire article.... More
Inflation Protection
December 14, 2009 - Mr. Petroff talks about inflation protection in the December 14th issue of P&I.... More
P&I TCW article
December 14, 2009 - Mr. Center quoted in a P&I TCW article.... More
Fresno County buys LP interest in Colony fund
November 10, 2009 - Fresno County buys LP interest in Colony fund - see more in the November 10th issue of Pensions & Investments.... More
Investors need to factor in inflation
October 21, 2009 - Mr. Petroff is discussing inflation in an article in the the October 21 issue of Top 1000 Funds.... More
Quarterly Research Call Recording
October 21, 2009 - The recording is available at http://audio3.confpro.com (use Ref#2373251).... More
Quarterly Research Conference Call
October 16, 2009 - Our Quarterly Research Conference Call is going to take place on Monday October 19th at 10:00 am (Pacific), hosted by Jeffrey MacLean, CEO, and Eric Petroff, Director of Research. ... More
Money Management Letter Quotes
August 10, 2009 - Mr. Jeffrey MacLean and Eric Petroff are quoted in the August 10th, 2009 issue of the Money Management Letter.... More
Mr. Petroff quoted in P&I
August 10, 2009 - Mr. Eric Petroff is quoted in an August 10th, 2009 article in P&I - "Macro factors take central role in asset allocation following the market turmoil".... More
Anne Westreich Profile in Nonprofit News
July 23, 2009 - Profile interview with Anne Westreich can be found at http://www.npnews.com/wp-content/uploads/2009/04/profile-westreich.pdf.... More
Wurts Brings On Columbia Vet As New Consultant
July 22, 2009 - Investment consulting firm Wurts & Associates has hired Brad Ness as a senior consultant, CEO Jeffrey MacLean said today. Ness will begin in the new position on Aug. 3 and will be b... More
Wurts quoted in Retirement Income Journal
July 15, 2009 - Feeling TIPSy? Wurts is quoted in the July 15th issue of the Retirement Income Journal.... More
From Global Pensions
July 13, 2009 - California scheme may eliminate infrastructure, boost commoditiesby Raquel Pichardo-Allison 4 August 2009 US – The Fresno County Employees Retirement Association (FCERA) may axe i... More
Conference Call Materials
July 10, 2009 - Please click here for the July 13th conference call presentation.The recording is available for replay by dialing into 888-284-7564 and entering reference number 137062. You may a... More
Bloomberg seeks the opinion of Wurts
July 09, 2009 - Bloomberg seeks the opinion of Wurts regarding the announcement of the PPIP program - U.S. Treasury Opens Toxic-Debt Program Without Pimco.... More
Inflation and Futures Contracts
June 29, 2009 - Click here for Wurts & Associates most recent piece of topical research on hedging against inflation with futures contracts.... More
IMN Public Funds Summit
June 26, 2009 - Wurts & Associates recently spoke at the IMN Public Funds Summit on opportunities in capital markets and asset allocation design.... More
Quarterly Active Management Environment
June 02, 2009 - Wurts & Associates has released its Quarterly Active Management Environment.... More
TALF Article
May 04, 2009 - Wurts and Associates was recently quoted in Pension & Investments Magazine for its research on the TALF program.... More
Opportunities vast in credit, but public markets less risky
April 28, 2009 - Mr. Eric Petroff talks about market opportunities in a Top 1000 Funds article - "Opportunities vast in credit, but public markets less risky: Wurts".... More
Quarterly Research Conference Call
April 15, 2009 - Join us on April 17, 2009 for our Quarterly Research Conference Call – 10:00 am (PDT). Please, click here for materials or listen to the presentation.... More
Consultant Recommends Hedge Fund Retrenchment
April 09, 2009 - Article published on April 9, 2009 By Jay Cooper Consulting firm Wurts & Associates1 is suggesting its clients trim back their hedge fund allocations. The recommendation comes after... More
Consultants Focus on Fixed Income Managers
April 08, 2009 - Article published on April 8, 2009By Jay CooperSpecialist fixed income managers could see more potential business coming their way as consultants consider changing how they hand out bon... More
Quoted on Bloomberg
April 08, 2009 - Wurts & Associates was recently quoted in Bloomberg regarding government plans to bolster credit markets.... More
Topics of Interest article quoted
April 08, 2009 - Wurts & Associates’ most recent Topic of Interest was recently quoted by FundFire regarding changing practices amongst institutional investors in their fixed income allocation... More
Goldman Quants Article in MML
April 06, 2009 - Mr. Eric Petroff talks about some organizational changes at Goldman Sachs Asset Management's Quantitative Investment Strategies Group in the April 6th article in MML.... More
Consultant Demands More Detail from Managers
March 26, 2009 - Hedge fund of funds and even some traditional co-mingled fund managers who are recommended by Wurts & Associates1 can expect to answer new questionnaires covering a range of issues.... More
Mr. Eric Petroff on Traditional Strategies
March 09, 2009 - Mr. Eric Petroff is quoted discussing traditional investment strategies in the March 9th issue of the MML.... More
Wurts & Associates quoted on Bloomberg
March 03, 2009 - Wurts & Associates was recently quoted in a Bloomberg article regarding government efforts to reinvigorate credit markets.... More
Wurts Market Assumptions Quoted
February 16, 2009 - Wurts & Associates 10-year market assumptions are quoted in the February 16th issue of Pensions & Investments.... More
Wurts & Associates Presents at Opal Public Funds Summit
January 21, 2009 - Mr. Scott Whalen traveled to Phoenix in early January to participate on two presentation panels at the Opal Public Funds Summit held at the Phoenician Hotel and Conference Center. ... More
4th Quarter Research Report
January 20, 2009 - Wurts & Associates has released its 4th Quarter Research Report and the related 2009 Capital Market Assumptions.... More
Quarterly Research Conference Call
January 19, 2009 - Click here to download materials for the January 20th Quarterly Research Conference Call. You can also go to http://audio3.confpro.com, enter the ref. number 243894 and listen to ... More
Wurts & Associates quoted in Chicago Tribune
December 21, 2008 - Mr. Eric Petroff is quoted in a Chicago Tribune article about TIPS.... More
November 2008 Capital Markets Update
December 05, 2008 - Click here for an update on capital market conditions as of November 2008.... More
IFEBP Annual Conference Presentation
November 20, 2008 - Brent Nelson, Senior Consultant recently presented at the 54th Annual Employee Benefits Conference of the International Foundation of Employee Benefit Plans, which was held in San ... More
Active Management Environment
November 18, 2008 - Wurts & Associates manager research group (MGR) has completed an analysis of conditions for active managers during recent market volatility. Please, click here to download a copy.... More
Wurts & Associates Quarterly Research Conference Call
October 17, 2008 - You can either download our Quarterly Research Conference Call presentation or to listen to the October 17th conference call, click here.... More
3rd Quarter Research Report Released
October 14, 2008 - Wurts and Associates has released its 3rd Quarter Research Report which provides an in depth analysis of current conditions in capital markets.... More
Latest MML Issue
October 03, 2008 - Wurts & Associates is quoted in the latest issue of MML regarding strategic asset allocation considerations.... More
Response to this week's market volatility
September 30, 2008 - Wurts & Associates has released its latest memorandum in response to this week’s market volatility.... More
Recent market volatility
September 17, 2008 - Please see Wurts & Associates latest client memo regarding recent market volatility... More
Currency Conference Call & Research
September 02, 2008 - Wurts and Associates invites its clientele to participate in a research conference call to address currency considerations for institutional investors.Topic: Currency Markets & Hedg... More
Mr. MacLean quoted in the June 16 issue of "money management…
June 16, 2008 - Q: How important is the size of an investment management firm?A: When analyzing a manager's size, Wurts considers the importance of scale. With bonds and quantitative strategies, we... More
Wurts Taps Hammond Consultant For Research Position
June 02, 2008 - As quoted in the June 2 issue of the "money management letter", Wurts & Associates has named Eric Petroff as its new director of research in Seattle. Petroff spent the pas... More
New Topic of Interest on Cash Equitization
January 31, 2008 - William Lowe, an Analyst in our Seattle office, recently published updated research on Cash Equitization, a strategy that can help minimize the drag that cash creates in a portfolio. To... More
Consultant's Roundtable at Alternative Investing Summit - December…
December 03, 2007 - Several Wurts’ consultants attended the Alternative Investing Summit hosted by the Opal Group in Laguna Niguel, CA. Tom Shanklin participated on the Consultants&rs... More
The SACRS Conference in Indian Wells, CA
November 19, 2007 - Tom Shanklin participated in the session titled – The Evolving Role of Credit Based Strategies within a Diversified Portfolio, during the semi-annual conference of the State Assoc... More
International Foundation in Anaheim
November 08, 2007 - IFEBP Conference in Anaheim, CA - Nov. 4-7, 2007Wurts & Associates was well represented at the 53rd Annual Employee Benefits Conference of the International Foundation of Emplo... More
Annie Granahan Awarded CFA Designation
October 19, 2007 - We are pleased to announce that Annie Granahan, Consultant in the Los Angeles Office, recently completed Level 3 of the Chartered Financial Analysts Program and has been conferred the d... More