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MONITORING AND EVALUATING YOUR INVESTMENT PERFORMANCE: 10 OF THE BEST RESOURCES AND TOOLS FOR INVESTORS

22-Member Alliance Highlights Top Resources for Making Sure Your Investments Continue to Work for You

WASHINGTON, D.C.//September 27, 2012//If you have already implemented a financial plan that includes investing and saving, you are heading in the right direction for a secure financial future. But once you have started investing, what are the next steps to make sure your money grows? The nonprofit Alliance for Investor Education (AIE), a consortium of America's top regulatory, nonprofit and industry organizations focused on investor education, is now making available in one place the best online resources monitoring and evaluating investment performance.

The AIE's new "Monitoring and Evaluating the Performance of Your Investments" is available at http://www.investoreducation.org/investmentperformance.

AIE President Sue Duncan, who also serves as vice president of the Investment Company Institute Education Foundation (ICIEF), said: "Successful investors know how to do two things: they choose investments suited to their own circumstances; and then they monitor and make ongoing decisions about those investments, especially as their circumstances change. We hear a lot about how to make investment decisions on the front-end, but relatively little about what to do after that point. The Alliance for Investor Education wants to make sure all investors have access to the best tools for monitoring and evaluating their investments. It's the key to staying on track to meet your financial goals, including a secure retirement."

The new "Monitoring and Evaluating the Performance of Your Investments" section of the AIE Web site features the following 10 top resources for investors:

  1. Evaluating Performance - Financial Industry Regulatory Authority.

  2. Evaluating Risk in Your Portfolio - 360 Degrees of Financial Literacy/American Institute of Certified Public Accountants.

  3. The Life Stages Series - CFP Board.

  4. 5 Keys To Investing Success - Investor Protection Trust.

  5. Researching and Managing Investments - U.S. Securities and Exchange Commission.

  6. The Balancing Act - North American Securities Administrators Association.

  7. A Simple Valuation Spreadsheet - American Association of Individual Investors.

  8. Option-Based Risk Management in a Multi-Asset World - Options Industry Council.

  9. The Tax Benefits and Revenue Costs of Tax Deferral - Investment Company Institute.

  10. Behavioral Finance: What Can Investors Learn From Their Mistakes? - CFA Institute.

For an overview of the rest of the best investor education resources on the Web from AIE members, go to http://www.investoreducation.org.

ABOUT AIE

Founded in 1996, the Alliance for Investor Education Web site at http://www.investoreducation.org provides investors with access to a full range of information they need to make wise investment decisions. The 22-member Alliance for Investor Education is dedicated to facilitating greater understanding of investing, investments and the financial markets among current and prospective investors of all ages. We pursue initiatives for education and join with others to motivate Americans to obtain objective information and increase their knowledge and understanding of investing.

Full members of the Alliance include: American Association of Individual Investors, American Institute of Certified Public Accountants/360 Degrees of Financial Literacy, American Savings Education Council, CFA Institute, Certified Financial Planner Board of Standards, Inc., Employee Benefit Research Institute, Financial Industry Regulatory Authority, Investment Company Institute Education Foundation, Investor Protection Trust, Insured Retirement Institute, National Association of Real Estate Investment Trusts, National Endowment for Financial Education, National Futures Association, Options Industry Council, SIFMA Foundation, Securities Investor Protection Corporation, and the Society for Financial Education and Professional Development.

The U.S. Securities and Exchange Commission, U.S. Commodity Futures Trading Commission, the U.S. Federal Trade Commission's Bureau of Consumer Protection, the Board of Governors of the Federal Reserve System, and the North American Securities Administrators Association are the governmental and quasi-governmental advisors to the Alliance.

CONTACT: Ailis Aaron Wolf, for AIE, (703) 276-3265 or aawolf@hastingsgroup.com.



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