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Sam Bourgi

Sam Bourgi

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


risk metric beta

Portfolio Management

Know the Different Ways to Evaluate Portfolio Risk


Treasury note

Money Market Funds

Types of Money Market Fund Instruments


money market fund types

Money Market Funds

Types of Money Market Funds


Discussing performance

Portfolio Management

Selecting A Good Portfolio Manager


Portfolio Rebalancing - Best Practices

Portfolio Management

Best Practices for Portfolio Rebalancing


Best Practices

Portfolio Management

Best Practices for Portfolio Construction


Portfolio Management Concepts

Portfolio Management

Types of Portfolio Rebalancing


Portfolio Rebalancing

Portfolio Management

What Is Portfolio Rebalancing?


tactical asset allocation

Portfolio Management

Understanding Tactical Asset Allocation


Mutual Funds vs. Separately Managed Accounts

Mutual Fund Education

Mutual Funds vs. Separately Managed Accounts


Mutual fund split

Mutual Fund Education

What Happens When Mutual Funds Split?


portfolio management

Portfolio Management

What Is Portfolio Management?


mutual funds redemption

Mutual Fund Education

What Is an In-Kind Redemption for Mutual Funds?


actively managed fund image

Actively Managed Funds

What is an Active Share?


nav in capital letters

Financial Advisor Center

What is Adjusted NAV?


factor investing

Mutual Fund Education

Factor Investing: An Overview


mutual fund picture

Mutual Fund Education

Learn About Class R Shares


Institutional Investor

Mutual Fund Education

Who Are Institutional Investors?


mutual funds picture

Mutual Fund Education

How to Buy Mutual Funds


asset allocation

Asset Allocation

Understanding Strategic Asset Allocation


price chart for performance

Mutual Fund Education

Alternative Mutual Funds vs. Hedge Funds


socially responsible investing image

Mutual Fund Education

Understanding Socially Responsible Investing


Mutual Funds Report

News

Mutual Funds Weekly Roundup: August 21 Edition


Coins with Plants Growing

Mutual Fund Education

What are Green Bond Funds?


Fund Manager Reviewing Investments

Mutual Fund Education

Tips for Picking the Best Active Fund Managers


Bond funds, coins, red calculator.

Bond Funds

Characteristics of Bond Funds


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International and Global Stock Funds

Implications of the German Elections on Investment Portfolios


Indian Rupees and Antique Watch

International and Global Stock Funds

Is It Worth Getting an Exposure to India?


British Election 2017

Mutual Fund Education

Implications of the UK Election on Your Portfolio


Puerto Rico debt crisis

Fixed-Income Funds

Impact of Puerto Rico's Debt Crisis on Your Portfolio