Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
What is Alpha and Why Do We Care?
By Cliff Stanton, CFAProfessions exist to deliver specific outcomes for their clients. Medical professionals cure the sick. Asset managers produce alpha; this is our business.
July 03, 2017
ESG Makes Companies More Attractive to Big InvestorsInstitutional investors are looking for sustainable business practices, and they want to see performance data, Burson-Marsteller reports.
July 03, 2017
SMA Manager of the Year Libby Toudouze on Energy and GrowthUnless you can think of anything in your life, in your clients [lives], where theyre going to use less energy, that's the only thing that hurts this story," says Cushing's Toudouze.
July 03, 2017
SMA Manager of the Year James Donald on Taking RisksWe 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.
July 03, 2017
SMA Manager of the Year Jon Christensen on Valuation and Business AnalysisWe 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.
July 03, 2017
SMA Manager of the Year Todd Solomon on Beating Passive InvestorsCongress Asset Management uses a strategy best described as steady as she goes.
July 03, 2017
SMA Manager of the Year Matt Patsky on the Mainstreaming of Impact InvestingTen years from now, everyone will be an impact investor, says Matt Patsky of Trillium Asset Managment.
July 03, 2017
SMA Manager of the Year Dan Meyer on Hitting Home RunsToday, portfolio managers tend to concentrate on short-term performance that has a tendency to hit home runs, says Pacific Income Advisers' Meyer.