Fidelity Alumni’s Financial Social Media Effort Explores Fund Predictability

There is a new research forum in town that is dedicated to investigating a method for predicting mutual fund performance.

According to Neil Anderson, of MutualFundWire.com, “Fundsters may repeat the required-by-law ‘past performance does not guarantee future results’ mantra, but a pair of Fidelity alumni are taking a stab at anticipating outperformance.”

Quadrant power: Can FundReveal make performance predictable?

The two ‘fundsters’ are Ani Chitaley and Anthony DuBon, co-developers of Fund Reveal, a  fund performance system.

The purpose of their blog, Mutual Fund Performance Forum, according to Mr. Chitaley, is to engage advisors and investors in a conversation about  mutual fund measurement best practices.

The Power of the Quadrant

At the heart of the duo’s research efforts is a quadrant analysis that employs risk, return and persistence measures to offer a predictive approach to mutual fund performance.

When investors enter fund names or symbols, FundReveal charts each fund in comparison with the S&P 500.

“We aren’t looking for the funds that hit home runs last quarter or last year.  We’re looking for those that provide solid best quadrant performance quarter after quarter and year after year.”  Mr. DuBon concluded.

To develop their new blog and integrate it with their web site, Mr. Chitaley and Mr. Dubon turned to Advisolocity’s John Drachman and Zach Hedges to implement their digital content strategy.

Category: Design, Mutual fund marketing, Social media, Strategy

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