Ronald J. Surz
PPCA Inc. and Target Date Solutions
Ronald J. Surz is president of PPCA Inc. and Target Date Solutions. Both are based in San Clemente, Calif.
Ron is an experienced portfolio construction designer and manager, and due diligence innovator. He is a pension consulting veteran, having started with A.G. Becker in the 1970's. Ron earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois, and holds a CIMA (Certified Investment Management Analyst) designation.
PPCA maintains and manages the True Centric Core index, part of the family of Surz Style PureIndexes. 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, collective target date investment funds on Hand Benefit & Trust, Houston.
Easy Formula for Forecasting Equities in 2014
By Ronald J. Surz | January 3, 2014
When It Comes to Smart Beta Investing, How Smart Do You Want to Be?
By Ronald J. Surz | November 21, 2013
Access complimentary resources from Cambridge Investments to help navigate the fiduciary rule changes.
If you’re thinking of changing broker-dealers, you owe it to yourself to read this article that covers all major aspects of the transition process.
This White Paper outlines the immediate actions firms can take to correct outdated and costly supervision procedures.
Sep 27, 2016
Some broker-dealers have already decided to exit certain lines of business and are sizing up how the rule will impact their IT and compliance budgets....
Sep 20, 2016
This webcast will review the key aspects of the amendments and the steps that funds and intermediaries can take in order to comply with the...
Sep 13, 2016
Nationwide is providing a deeper look into the rule’s implications and a discussion of decisions firms will need to make in order to comply.