Learn about the investment committee that provides capital market views and asset allocation guidance for consulting clients and tactical model portfolios.
Portfolio consultants discuss inflation, interest rates and current bond yields, with a focus on the drivers that could push yields lower or higher.
Three wealth management ideas for getting your financial (rubber) ducks in a row before the sleepless nights begin.
Valuations, positive momentum, technical support and a likely soft landing are converging to favor small company stocks over the next few months.
Robust US growth, strong corporate balance sheets and persistent consumer spending have helped high yield securities and bank loans outperform this year.
Kevin Maeda explains how process is a key differentiator between direct index providers, particularly for clients diversifying concentrated stock positions.
Portfolio consultants explain how they align equity investments with their current economic outlook using a growth/cyclical barbell strategy.
The best performing investment portfolios in the first half of 2023 had the highest exposure to growth stocks and longer-duration bonds.
Recovering institutional investor returns, soaring AI company valuations, and reshuffling real estate sectors due to WFH impact are observed at midyear.
Stocks and bonds stopped moving in tandem in early December – and that favors duration for bond investors.
Analysis that combines inflation and growth cycle trends may provide a more nuanced way to understand stock market drivers.
See which trends influenced financial advisors’ asset allocation decisions in their moderate model portfolios in the second half of 2022.
Foundations and public pensions lost ground in a challenging investment environment. As we enter 2023, indicators suggest elevated return potential.
Learn how advisors have adjusted their financial portfolio allocations in response to higher inflation and difficult market conditions.
This research paper examines the use of a simple factor rotation model to illustrate the potential advantage of low correlation between factor returns.
Using index P/E ratios for historical comparisons may be inaccurate because index composition can change significantly over time.
As rising rates and inflation lead to fears of recession, there are steps investors can take to make fixed income holdings more resilient within their bond portfolios.
US equity exceptionalism sentiment, value, shorter durations, and unicorns are among the asset allocation trends explored.
As correlations and inflation spiked in the first half of 2022, the best performing investment portfolios held inflation-protection assets, alternatives – and cash.
Research paper explores how synthetic rebalancing using a futures overlay can help manage risk, reduce transaction costs, and minimize taxes.
With yields recently hitting 13-year highs and recession fears growing, are there opportunities in investment grade corporate bonds?
Amid the failed diversification of disappointing returns from both stocks and bonds, there are some bright spots in institutional investing trends.
Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.
With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?
As financial professionals are growing more sophisticated in their use of models, they are raising the bar for portfolio providers.
Learn why direct indexing with a separately managed account (SMA) is more tax-efficient than an index fund or ETF.
Overviews the range of model portfolio construction methodologies with a focus on their strengths and weaknesses.
Recent trends show increasing growth style bias, higher emerging market allocations and focus on quality fixed income holdings in moderate portfolios.
Recent trends include cash deployment, sustainable investment screening, and muni debt issuance by colleges and universities.
Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.
Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.
See how index portfolios can be customized for ESG (environmental, social, and governance) or strategic investment goals using active screening techniques.