Derek Beiter

Senior Investment Analyst

Derek Beiter Headshot

Derek is a Senior Investment Analyst conducting investment research of third-party investment managers. He is also a member of the Strategic Model Portfolio Committee and Chair of the Optimum Model Portfolio Committee.

Derek joined LPL Research in 2023. He has over 20 years of experience conducting investment manager research.

Prior to joining LPL Financial

Derek worked at Wells Fargo where he was a Senior Investment Analyst covering U.S. fixed-income managers. Previously, he worked at Edward Jones and A.G. Edwards, covering managers within fixed-income, U.S. equities, emerging markets, and commodities. Derek has also served as a university lecturer and public policy consultant.

Education & Achievements

Derek earned a BBA in Economics & Finance from McKendree University and an MA in Political Science from the University of Missouri St. Louis.

Chartered Financial Analyst®

He serves on the Board of Directors for the CFA Society of St. Louis.

Read Derek Beiter's Latest Posts

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The Logic of Investment Manager Pairings

| Derek Beiter

LPL Research explains investment manager pairings as a portfolio construction tool that may increase the consistency of performance relative to benchmarks.

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Analyzing Three Powerful Factors in Active Fund Evaluation

| Derek Beiter

LPL Research discusses three factors other than past performance that can be used to assess actively managed funds and explains why they may be useful.

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A Review of Active Management

| Derek Beiter

LPL Research discusses its recently updated study of the effectiveness of active management across asset classes, as well as implications for portfolios.

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The Software Bulls and Bears

| Derek Beiter

LPL Research presents competing views on the outlook for software stocks, according to well-respected money managers.

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Why Risk Adjusted Performance Matters

| Derek Beiter

LPL Research discusses why risk‑adjusted returns matter, how alpha and information ratio work, and common pitfalls when evaluating investment performance.

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AI and Diversification: Are You Covered?

| Derek Beiter

LPL Research notes trends in artificial intelligence (AI) across industries, requiring increased scrutiny of whether a portfolio is over- or under-exposed.

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