Charting a New Course With Alts
A look at how and why risk-control strategies using alternative investments are becoming the new normal. (And what is an alternative investment, anyway?)
Why Long/Short Equity Makes Sense Now
It's easy to argue that investment flexibility is needed now more than ever.
What is Alpha and Why Do We Care?
Professions exist to deliver specific outcomes for their clients. Medical professionals cure the sick. Asset managers produce alpha; this is our business.
Global Macro Mutual Funds — A Primer
Among the growing number of hedge fund-like strategies appearing in mutual fund form, investors can now choose from “global macro” funds.
Back to Basics: The Utility of Alternatives
Yes, equities have had eight strong years, but they are a blunt instrument.
Human Behavior + Computational Ease: Enter the Age of Agility
It’s wrong to think quant = technical and discretionary = fundamental. So what's the most efficient way to run an investment model?
Actively Going Passive, but at What Cost?
Over the past few weeks, as we’ve traveled around the country visiting with advisors, a few common themes have arisen.
It's Groundhog Day for Low-Volatility Investors
We see investors caught in a behavioral time loop, destined to repeat mistakes that inevitably end in red ink.
Reorienting Portfolios for a New World
Advisors need to help investors increase their adoption of globally oriented strategies, following the lead of institutions.
How to Identify True Diversifiers
Proper diversification is a must if your goal is to build a portfolio that you can stick with over multiple market cycles, including tumultuous times.