Newsletters & White Papers

Newsletters & White Papers  NEWSLETTERS
For Institutional Investor Use Only

Providing investment professionals a more in-depth look within a particular industry issue.

FEATURED RETAIL PUBLIC WHITE PAPERS

Will growth equities continue to outperform? (PDF)
Growth equities have led the U.S. equity market for much of the past five years. Naturally, many investors are now questioning the sustainability of this trend going forward. In this paper, we will examine our belief that the current cycle of growth outperformance is likely to persist for the foreseeable future.

Understanding the three phases of the fixed-income cycle (PDF)
Most investors are familiar with the economic cycles: Expansion followed by contraction, with an eventual return to expansion. What may be less familiar are the three phases that fixed-income securities go through. Understanding these phases can be beneficial to potential investors in the fixed-income markets.

Is now the right time for active managers in the large growth category? (PDF)
Active large-cap growth managers have faced a challenging environment over the past several years. As these extreme conditions begin to subside, we believe the environment will begin to favor active managers, particularly in the large-cap growth area.

Why gold may have a long-term place in investors' portfolios (PDF)
Gold remains in the news, and this paper features the views from a few of our portfolio managers on how they think about this commodity and gold-related equities.

FEATURED INSTITUTIONAL INVESTOR WHITE PAPERS

Log InThe effect of manager selection on tail risk exposure
A great deal has been written about how traditional asset allocation strategies have failed to shelter investors from “tail risk” events—that is, extreme market phenomena such as those experienced during the recent financial crisis. In this paper, we examine the role of portfolio manager selection in determining a portfolio’s exposure to tail risk, and we identify three research principles investment professionals can use to help mitigate investors’ tail risk.

Log InEvaluating target date managers requires digging deeper
In an ever-changing investment landscape, it is becoming exceedingly difficult to apply a standard approach to evaluating asset managers, even those focused on similar investment objectives. Investors, plan sponsors, and consultants generally rely on peer-group performance rankings when selecting and monitoring money managers. As managers use a wider range of strategies and securities in an effort to add value and effectively manage risk over time, the approaches used to compare these managers needs to evolve.

Log InStill an Emerging Market for Emerging Markets Funds
Examines how defined contribution plans without a dedicated emerging markets fund are not only missing out on much of the diversification benefits of those markets, but also the opportunity to participate in a significant amount of the world's anticipated growth.

For Institutional Investor Use Only

Log InBond ladders may not be the best investment strategy
Log InSovereign debt crisis: Has it gone viral?

Wells Fargo Funds Distributor, LLC and GMO LLC are not affiliates.

© 2013 Wells Fargo Funds Management, LLC. All rights reserved. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo & Company, provides investment advisory and administrative services for Wells Fargo Managed Account Services and Wells Fargo Advantage Funds. Other affiliates of Wells Fargo & Company provide subadvisory and other services for the funds. The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA/SIPC, an affiliate of Wells Fargo & Company.

Not FDIC Insured • No Bank Guarantee • May Lose Value