- Look for funds with a low correlation relative to a characteristic (i.e., small-cap value) index. Style-consistent managers move about the characteristic grid and generate low index correlations.
- Invest in multi-cap or all-cap funds, which are freer to move along the capitalization dimension, although they may still be restricted along the P/E, P/S, or P/B dimension.
- Seek managers who state they are free to invest in any U.S. stock, an approach sometimes referred to as "free range" investing. Gather as much information as possible to determine if the manager is consistently following a true style.
- Invest in several style-consistent managers who are pursuing complementary styles.
- Manage risk and tilts at the portfolio level and not at the manager level.
To learn what advisors and industry consultants identify as the key steps to a successful move, download our white paper, Changing Firms: Five Steps For...
Learn the high cost of not-in-good-order paperwork and how to avoid it. There's even more at stake than you may realize.
Introducing an Advanced Investment Product Advisor Course at CFFP & a presentation focusing on financial planning, expectations and strategies for different generations.
May 14, 2015
Join leading advisors from Laserfiche to learn how to harness ECM power and efficiency to your firm.
May 07, 2015
If the best portfolio strategy adds 125 basis points annually over a competing investment strategy over the long haul, investors would do well to work...
Apr 29, 2015
This webcast will transform how you approach retirement strategy. Help grow your business by providing your clients with a plan that offers guaranteed income for...