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The KleinPost Newsletter

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The KleinPost is the quarterly newsletter sent out by Klein Decisions.

Q2-2008 Newsletter

Can "Active Indexes" Provide the Best of Both Worlds? Indexers charge that the "average" mutual fund will not consistently outperform the appropriate index. But are investors really looking for "average" funds? Following research that supports persistence in individual fund performance for short to intermediate periods, we've been able to use K4 Fund Selection to construct portfolios of funds that have produced superior results. Soon you'll be able to invest in the results.

Whether you want to recapture the time wasted on sorting screens in product selection or eliminate frustrating iteration for retirement plan participants, K4 Decision Tools provide a definitive and complete solution. It's the patented K4 Decision Process and its ability to produce a solution for multiple variables in a single step that makes all this possible.


Defensive stock funds allow you to pare back portfolio risk while maintaining equity exposure in turbulent markets. Klein Decisions' K4 Fund Selection can help you find defensive funds in all equity categories.

* Categories, Factors, and Filters at a Glance
* Basis for Model Design
* Step By Step


'Filters For "Dummies" The filters in K4 Fund Selection are more than simple screens for scenario results. They can also be a means of exporting additional data.


Looking for a quick way to find details for specific equity funds? Felix show you how with one simple scenario. You can use the same approach for bond and blended funds, too.


Here are recent K4 Recent Enhancements and Coming Attractions, as well as your opportunity to help FIND FELIX and win your very own Klein Bottle!



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