• Capitalizing on Recent Volatility Requires Delicate Balancing Act

    The return of volatility has brought opportunity. The steady, upward trajectory of most markets in recent years provided few opportunities to tactically increase allocations to an oversold asset class. That backdrop may finally be changing.
    The recent selloff has advisors and clients discussing how to nimbly take advantage if another correction looms, but advisors face a conundrum: How can they add a riskier—albeit attractively valued—asset class without upsetting the portfolio’s long-term risk profile?

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  • Trend Following Isn’t the Only Managed Futures Strategy

    Trend Following Isn

    Part of building a resilient portfolio is incorporating true diversifiers, such as managed futures, which offer little to no correlation to the broad markets. However, trend following isn’t the only managed futures strategy—there is also a niche of managed futures funds employing counter-trend trading models.

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  • Alternatives Demystified:
    A Simple Framework for Preparing for a Bear Market

    Alternatives

    Ten years after the financial crisis—followed by a record-long bull market—investment advice is at a critical turning point: from participation to preservation. Alternatives can play a valuable role in hedging equity market risk but with so many different strategies—many of which are unfamiliar to clients—advisors need a framework for explaining the various strategies and their role.

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  • Stay Sharpe
    By Looking at Sortino

    One common investment evaluation statistic is that of the well-known Sharpe ratio. This ratio measures an investment’s risk-adjusted return by taking the investment return less the risk-free rate and dividing that by its standard deviation. One thing hidden in the denominator of that equation (standard deviation) is that all deviation is not created equal.

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  • Man vs. Machine:
    An Introduction to Quantitative Investing

    Over the years, quantitative investing has become a popularly debated topic in our industry, causing many investors to choose a corner in the man vs. machine ring. However, we challenge that one-sided mindset as we believe there is a fit for quantitatively managed investments in every portfolio.

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