Ronald Surz

Ronald J. Surz is president of PPCA Inc and Target Date Solutions. Both are in San Clemente CA.

PPCA maintains and manages the True Centric Core index, part of the family of Surz Style Pure® Indexes. PPCA also provides Style Scan, the next generation of style analysis, and Portfolio Opportunity Distributions®, bias-free alternatives to peer groups, especially hedge fund peer groups.

Target Date Solutions developed the patented Safe Landing Glide Path®, the basis for the Brightscope On-Target indexes and the asset allocation for SMART Funds®on Hand Benefit & Trust, Houston.      

Ron has served on several boards, and currently serves on a few. He earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois.

Ron publishes frequently in the financial press.

Articles by Ronald Surz
When It Comes to Smart Beta Investing, How Smart Do You Want to Be?
VIEWPOINTS: Ronald J. Surz, President, PPCA Inc and Target Date Solutions, Vice President of eVestment;
Searching for Brainless Alpha: The Streetlight Approach
VIEWPOINTS: Ronald J. Surz, President, PPCA Inc and Target Date Solutions, Vice President of eVestment; Despite the evidence that active managers fail to beat their passive index alternatives, investors have not given up on alpha – they still want to beat the market.
Selecting the Best Target Date Funds: Ten Tips for Advisors
VIEWPOINTS: Ronald J. Surz, President, PPCA Inc and Target Date Solutions, Vice President of eVestment; Target date funds (TDFs) are a big deal, the biggest deal in 401(k) land.
Hiring a Portfolio Manager is Like Hiring a Professional Gambler: Mind Your Ps and Qs
VIEWPOINTS: Ronald J. Surz, President, PPCA Inc and Target Date Solutions. Vice President of eVestment; This article provides guidance for anyone who wants to hire good active investment managers. I prescribe a simple 3-question process for identifying managers who can be reasonably expected to add value in the future.
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