• Risk Budgeting Using Alternatives

    Article: Risk Budgeting Using Alternatives thumbnail

    The return of volatility has brought opportunity. Before eyeing that entry point into a riskier asset class, however, advisors face a conundrum: How can they add a riskier — albeit attractively valued — asset class without upsetting the portfolio’s long-term risk profile?
     
     

    READ NOW >
  • How Can Investors Avoid Beta?

    The current market environment could give active managers a chance to shine, but absolute returns could throw shade on strong relative performance highlighting the need for strategies that can capture alpha while reducing beta exposure.

    READ NOW >
  • What are Market Neutral Strategies?

    Article: What are Market Neutral Strategies? thumbnail

    When stocks experience a broad sell-off, most asset classes and investment strategies suffer in tandem. In reality, few investments are untethered to the stock market’s directional trends. Market neutral funds are one of the only strategies that can stake this claim.
     
     

    READ NOW >
  • Mind the Benchmark: The Pitfalls of Defaulting to S&P 500 Comparisons

    Article: Mind the Benchmark: The Pitfalls of Defaulting to S&P 500 Comparisons thumbnail graphic

    In its 57-year history, the S&P 500 Index has become the center of the investment universe. In many cases, investors would be wise to resist its gravitational pull. The index has become the default mechanism for gauging market performance. Its ubiquity has also caused many investors and investment professionals to mistakenly apply the index as a mental benchmark for relative performance.

    READ NOW >
  • Overexposed to U.S. Large Caps? Let Simple Math Guide the Rebalance

    Article: Overexposed to U.S. Large Caps? thumbnail

    The steady, upward trajectory of U.S. large-cap equities over the past decade has left many portfolios overexposed to the asset class. But rebalancing presents a conundrum: How can advisors decrease allocations to one of equity markets’ least-risky segments—and capitalize on more attractive valuations elsewhere—without upsetting a portfolio’s overall risk profile?

    READ NOW >