How Advisors Can Correctly Use Fund Strategist Portfolios
This relatively new but growing way of outsourcing has much to recommend it, but watch your due diligence step.
Muted Beta: Long/Short Equity for an Uncertain Market
Fewer constraints at the edge of the “Cliff” just might be a good thing: a look at how to measure long/short strategies.
Helping Clients Ride Out the Coming Fixed Income Storm
Like all investors, your pre-retirement clients may well be scarred, scared and skeptical, and moving more into fixed income just as a storm is brewing, Here's how you should be rethinking your approach to bonds.
Not All ETFs Are Created Equal: What to Consider
When investing in ETFs for clients, be aware of their potential drawbacks, especially tracking error, liquidity and the special issues around leveraged and inverse funds.
Beyond Core: How to Use Satellites in an Investment Portfolio
If you’re considering the use of core-satellite techniques to enhance portfolio and risk management capabilities, consider global mandates with nimble, opportunistic managers for the satellite portion of the portfolio.
Alternatives in Client Portfolios: An Implementation Framework
The goal: identify the existing risk exposures in a portfolio and select alternatives that have similar volatility and return profiles with non-correlated risks.
Floating Rate Loan Funds: Not What They Were, Yet...
Anyone looking to floating rate loan funds today for inflation protection should be a bit wary.
The Most Important Question to Ask Money Managers
Conducting due diligence on money managers requires more than filling in a few boxes on a checklist. Yes, ask "How?" and "What?" but don’t ever forget "Why?"
How Advisors Can Avoid the Nightmare of Apple in Portfolios
AAPL’s presence in decidedly non-large-cap portfolios highlights the challenges in building style-pure portfolios; holdings-based style analysis can ease that burden.
How the Best Money Managers Exploit Market Inefficiencies
Several winners of this year’s SMA Managers of the Year highlight the different ways that managers with a strong alpha thesis add value to a portfolio.