Essential Advisor Bill Shiffman on Being Proactive
“Coming out of an accounting background, most accountants are reactive,” Schiffman says.
SMA Manager of the Year Libby Toudouze on Energy and Growth
“Unless you can think of anything in your life, in your clients’ [lives], where they’re going to use less energy, that's the only thing that hurts this story," says Cushing's Toudouze.
SMA Manager of the Year James Donald on Taking Risks
“We do invest in places that ... might be highly risky, but we think [that] in our process, we take that into account,” Lazard Asset Management's Donald says.
SMA Manager of the Year Jon Christensen on Valuation and Business Analysis
“We want to find businesses that have some sort of sustainable advantage, companies that can grow, protect and sustain over long-term economic cycles,” Kayne's Christensen says.
SMA Manager of the Year Todd Solomon on Beating Passive Investors
Congress Asset Management uses a strategy best described as “steady as she goes.”
SMA Manager of the Year Matt Patsky on the Mainstreaming of Impact Investing
Ten years from now, everyone will be an impact investor, says Matt Patsky of Trillium Asset Managment.
SMA Manager of the Year Dan Meyer on Hitting Home Runs
Today, portfolio managers tend to concentrate on short-term performance that “has a tendency to hit home runs,” says Pacific Income Advisers' Meyer.
SMA Manager of the Year Brendan Clark on Diversifying Your Methodology
“Obviously, we believe in diversification of asset class, but we take it one step further and even diversify our methodology," says Brendan Clark of Clark Capital
SMA Manager of the Year Andy Bischel on Market Dysfunction and Fundamentals
“Markets routinely overshoot the true change in the underlying fundamentals, whether it's earnings deterioration or a valuation issue,” SKBA's Bischel says.
Essential Advisor Mehul Mistry on Being the Grownup in Client Relationships
“Part of being a planner is being a psychologist, being a counselor, sometimes being a parent to our clients,” Mistry says.