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SMA Manager of the Year John Forlines on Tactical Allocation

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(Video by Mimi Productions. Headshot by Tom McKenzie.)

Each year, Envestnet | PMC and Investment Advisor choose two winners in the strategist category for the 2016 SMA Managers of the Year; one for its multiple high-quality offerings, and one for its practice management support for advisors (Click here to learn more about the other strategist winner, Russell Investments).

Boutique investment manager JAForlines Global stands out among the many firms who have benefited from the growth of ETFs, a market that currently tops $2 trillion. Its Global Tactical Portfolio Strategy, is a four-product suite of portfolios composed almost entirely of ETFs plus a cash allocation.

The firm’s chairman and CEO John Forlines spoke with ThinkAdvisor’s Bernice Napach at the 2016 Envestnet Advisor Summit in Chicago in May to talk about his firm’s Global Tactical Allocation strategy, the dramatic growth of ETFs and why black swan events don’t matter much to fundamentals.

— Read Torchbearers: The 2016 SMA Managers of the Year on ThinkAdvisor.


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