Morningstar: 361 Capital's Florence on the Role of Liquid Alts
By James J. GreenTom Florence discusses the risk management role of liquid alternative mutual funds in your clients' portfolios.
August 04, 2015
How to write a great B2B video scriptTrue or false? Videos receive 100 percent greater engagement on Facebook than other types of posts.
July 27, 2015
SMA Manager of the Year Richard Alpert on Finding the Best Dividend-Paying StocksIn building its award-winning Dividend Growth portfolio, Alpert and the Raub Brock team look not just for dividend-paying large caps, but also increasing revenues and net income.
July 27, 2015
SMA Manager of the Year Todd Solomon on Building a 'SWAN' PortfolioWe want to make sure we are a true mid-cap product so that we don't overlap with another manager in the [client's] portfolio that may be a large-cap manager, says Solomon, portfolio manager for Congress Asset Management's Mid-Cap Growth SMA.
July 25, 2015
SMA Manager of the Year Kera Van Valen on Defining 'Shareholder Yield'The portfolio manager for Epoch Investment Partners' award-winning Global Equity Shareholder Yield SMA explains how the firm calculates an ADR's 'Shareholder Yield.''
July 24, 2015
SMA Manager of the Year Duane Roberts on 'Impact' InvestingCan an investor do well by doing good? Dana Investment Advisor's Socially Responsible Equity Strategy's 10-year record puts the lie to the notion you have to give up returns for your principles.
July 23, 2015
SMA Strategist Manager of the Year Gary Miller on Modern Portfolio TheoryMiller, winner of the premier Strategist award for Frontier Asset Management, says the firm's process starts with Markowitz, "but we work very hard at better inputs."
July 22, 2015
SMA Manager of the Year Dave Dalrymple on Small-Cap ValueChartwell Investment Partners' Dave Dalrymple says "we've made our money from stock picking, not sector rotation."