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Ron Surz on Muck Rack

Ron Surz

San Clemente
As seen in: Seeking Alpha, Nasdaq, EIN News, Institutional Investor, EIN Presswire, Pensions & Investments, VettaFi Advisor Perspectives, Libsyn, 401(k) Specialist, HumbleDollar and
Ron Surz is president of PPCA Inc and its DBA Target Date Solutions. He co-hosts the Baby Boomer Investing Show and provides interactive education at Age Sage

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Articles

Remembering Dr. Frank Sortino

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By Ron Surz
| 401(k) Specialist Verified
Dr. Frank Sortino revolutionized risk management by focusing on downside risk and introducing the Sortino Ratio. • His Desired Target Return (DTR) aligns portfolio risk with investor objectives, improving upon traditional volatility metrics. • The Sortino Ratio evaluates returns relative to downside risk below DTR, creating a superior framework for evaluating investment performance, especially for hedge funds where the “hedge” typically reduces downside risk.
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The Movement to Personalize Retirement Investing for 70 Million People

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By Ron Surz
| VettaFi Advisor Perspectives Verified
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Key Takeaways The $5 trillion target date investment industry is evolving toward personalization, but distinguishing risk capacity from risk tolerance is critical for effective implementation. Most personalization mistakenly relies on risk capacity when it should use risk tolerance.
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Remembering Dr. Frank Sortino

|
By Ron Surz
| VettaFi Advisor Perspectives Verified
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Dr. Frank Sortino revolutionized risk management by focusing on downside risk and introducing the Sortino Ratio. His Desired Target Return (DTR) aligns portfolio risk with investor objectives, improving upon traditional volatility metrics.
Open in Who Shared Issue with article?
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Have you ever used a typewriter?

Yes

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Word,Excel,Power Point

Did you work for your high school newspaper? If so, what did you do there?

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