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| Welcome to the third issue of the JPMorgan Investment Analytics and Consulting newsletter, which aims to provide informative and thought-provoking articles on topics relating to portfolio optimization. In this issue, we provide a thorough analysis of quantitative versus fundamental investment strategies; the potential benefits of infrastructure investments, and their historical returns and correlation to traditional asset classes; and a comparison of gross-of-fee and net-of-fee returns. We welcome your thoughts and suggestions, and hope that our third issue provides you with useful information. Craig Heatter |
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