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Sam Bourgi is contributing writer for ETFdb.com and MutualFunds.com, where he brings more than seven years of progressive experience in economic research, market analysis, and public policy. A published author in peer-reviewed literature, industry research and financial media, Sam has produced authoritative reports covering the financial markets, labor market, and industry verticals. He holds a Master’s Degree in Public Policy from McMaster University, with a focus on economic policy and global political economy.

Recent Content By Sam Bourgi
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Mutual Fund Education

What is an In-Kind Redemption for Mutual Funds?

Although in-kind redemptions aren’t nearly as common for mutual funds as they are for other...

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Actively Managed Funds

What is an Active Share?

Actively managed funds give investors the opportunity to outperform the market. Of course, they...

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Financial Advisor Center

What is Adjusted NAV?

Investors who rely on mutual funds to grow their wealth often overlook the importance of the...

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Mutual Fund Education

Factor Investing: An Overview

The impact of data and technology on our investment decisions has elevated the role of factors in...

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Mutual Fund Education

Learn About Class R Shares

Mutual funds have become a staple of the modern investor. If you have a 401(k) or...

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Mutual Fund Education

Who Are Institutional Investors?

In the world of finance, institutional investors are a powerful force. They dictate supply and...

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Mutual Fund Education

How to Buy Mutual Funds

’How to buy mutual funds’ is a topic that comes up frequently among new investors. Luckily, the...

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Asset Allocation

Understanding Strategic Asset Allocation

While markets don’t always behave rationally, their performance usually mirrors the expectations...

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Mutual Fund Education

Alternative Mutual Funds vs. Hedge Funds

Despite being overlooked by a large segment of the investing community, alternative mutual funds...

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Mutual Fund Education

Understanding Socially Responsible Investing

For many investors in today’s world, profitability is no longer the sole motivation of successful...

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News

Mutual Funds Weekly Roundup: August 21 Edition

MutualFunds.com provides weekly information about any material impact on the mutual funds...

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Mutual Fund Education

What are Green Bond Funds?

In the age of environmental awareness and corporate social responsibility, green bond funds are...

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Mutual Fund Education

Tips for Picking the Best Active Fund Managers

Investors are routinely faced with pertinent questions about how to best manage their portfolio....

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Bond Funds

Characteristics of Bond Funds

The financial markets are undergoing profound change, with rising interest rates, geopolitical...

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International and Global Stock Funds

Implications of the German Elections on Investment Portfolios

German Chancellor Angela Merkel secured her fourth term in office last month after her...

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International and Global Stock Funds

Is It Worth Getting an Exposure to India?

As one of the world’s fastest growing economies, India has long captured the imagination of...

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Mutual Fund Education

Implications of the UK Election on Your Portfolio

When British Prime Minister Theresa May called for a snap election back in April, her...

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Fixed-Income Funds

Impact of Puerto Rico's Debt Crisis on Your Portfolio

Recently, Puerto Rico sought what is essentially bankruptcy relief in federal court – a move that...

Popular Articles

Practice Management

Becoming More Referable

Asking for client referrals likely isn’t your favorite part of your job. Am I right?

Let’s be...

News

Mutual Funds Scorecard: March 19 Edition

Every fortnight, MutualFunds.com provides a snapshot of the performance of some key mutual funds...

Practice Management

3 Must-Read Pieces for Practice Management: March 18 Edition

We are focusing on three important aspects of marketing your business this week. Our first piece...

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