Enhanced Portfolio Diversification: The Power of &
Most investors, whether institutional or individual, tend to believe that stocks are a good—perhaps even the best—investment in the long run. However, the reason for expecting good performance from stocks is perhaps not always clearly articulated: Quite simply, it is because they are risky. Investors also tend to believe that investing in alternatives, such as managed futures, necessitates sacrificing some of their stock and/or bond asset allocation. This Insight explains how investors can have both the diversification benefits of managed futures, and their traditional stock/bond portfolio. Thus, the power of “&”.
Skis And Bikes: The Untold Story Of Diversification
“The “free lunch” of diversification is that it allows investors to keep more of their money invested in high return assets while lowering the overall risk of the portfolio. Learn how to build explosion resistant, bulletproof portfolios to whether the markets’ most hostile environments. We guarantee you’ve never learned about diversification like this before.
The State of High Yield
Does the high yield bond market offer enough value at this point in the credit cycle?
The Case for International Dividend Quality – Offsetting Home Country Bias with Quality
For decades, dividend income has been a crucial component of a stock investor’s total return, often surpassing capital appreciation in volatile markets for many investors. However, blindly focusing on yield in the international sector could be dangerous to an investment portfolio’s health.
Often, a seemingly generous dividend yield may actually signify a weak share price tied to negative news not yet revealed in the quarterly dividend. This is why we believe investors in international dividend stocks must be confident that the dividend being paid is sustainable over the long term.
Pricing Your Advisory Business
Take a fresh look at pricing your advisory business. Download our free guide to learn how small changes to your fee structure can have a big impact on your bottom line, protect you against market downturns and withdrawals, and entice clients to consolidate more assets with your firm.
Portfolio Manager Viewpoints
Given relative-value considerations and the potential for a return of volatility, bank loans may serve as a strong complement to other risk factors in an overall diversified portfolio. In this article, Pacific Funds portfolio managers, JP Leasure and Michael Marzouk, discuss the loan market, outlook, and portfolio strategy for the remainder of 2017.
Navigating Risks and Opportunities in the Global Market
Uncertainty abounds in the global marketplace – what are the risks and opportunities, and what is an investor to do in today’s markets? Chautauqua Capital Management discusses how to invest in the current environment.
Preparing for International Growth
For the first time since 2007, the world's major economies are growing in sync. Nowhere in our opinion is that more apparent than in the U.S., which has been driven by continued and increased consumer spending. This has propelled market capitalizations to ever-higher levels for U.S. equities, which are nearing the top of their historical range.
Many investors, we believe, are therefore beginning to look beyond the U.S., in search of additional upside potential. This guide takes a look at three strategies built to help investors pursue their goals and increase their international exposure.
A Decade of Results: The Past, Present, and Future of Schwab Fundamental Index Funds
It’s been 10 years since Charles Schwab Investment Management, Inc. first launched the Schwab Fundamental Index Funds. Fundamental Index strategies were among the first to hit the market within the strategic beta universe.
Growth Through Acquisitions: An Alternative Route
When it comes to growing their businesses, financial advisors have many growth strategies they can pursue. They can expand their book by aggressively courting prospective clients, or focus their efforts on expanding their assets under management by bringing in more affluent clients.
Advisors also have another, less traveled growth path to consider: acquiring or merging with another firm. In a recent WealthManagement.com survey, advisors shared their experiences going through the M&A process: from what drove them to grow their practices through acquisition, to how they financed their deals. Find out more about the road less traveled in this new infographic.
Top Five Transition Tips from Advisors
Whether you’re an advisor striking out on your own for the first time or an RIA moving between independent businesses, changing firms can offer the potential for professional and personal growth. In fact, one in five advisors has changed firms within the past five years, according to a recent survey by WealthManagement.com. But while these transitions can bring new opportunities, making the move can present a host of challenges.
Here are five key transition tips from advisors who have made the move to a new practice, to ensure the process is seamless for both you and your clients.
Taking Advantage of Benchmarking
If you’ve done the work to evaluate the health of your business, you’re in good company. In a recent survey by WealthManagement.com, advisors said their benchmarking efforts have paid considerable dividends, from higher revenue to better client acquisition and retention.
But once you have the results in hand, what’s next? How do you handle the opportunities identified? It’s this step that often confounds advisors, with more than 50% sometimes or rarely taking action to address their results.
Learn some helpful ways to deal with the results of your benchmarking efforts.
Five Steps for Setting Business Goals
Advisors know that building and growing their business requires setting goals.
Goals provide an important framework in which to work, and without clear, achievable objectives it’s hard to focus your efforts on actions that will help your business. These five steps can help you set the goals that will help you succeed.
Yes, You Can Eat Sharpe Ratios
Investors are much more likely to achieve their target returns, regardless of investment environment, by investing in diversified portfolios with scaled exposure along the Capital Market Line. We showcase a live case study and describe steps investors can take to achieve very attractive results.
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