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    This week we hosted a 2020 Review/2021 Outlook with Blaine Rollins, CFA, author of our popular 361 Weekly Research Briefing. We had several interesting questions come in from attendees, so we thought we would use this week’s blog to share Blaine’s responses.

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    We wrote about the underperformance of multi-factor portfolios at the beginning of 2019, and here we are two years later. And, while much has changed in the world with pandemics, presidents, and top Netflix shows (does anyone even remember Bird Box?), one thing that has stayed consistent is multi-factor investing approaches have delivered disappointing performance.

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    Share Your Spare

    December 30, 2020
    Andrea Coleman, CAIA

    I’m generally uncomfortable drawing attention to myself, but today, I am doing so to bring awareness to something that is now very important to me and hopefully inspire even one more person to consider the same. After a very odd and often frustrating 2020, doing something big for someone else has reminded me of the power we all have to make a difference and how rewarding doing something for another person truly is.

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    We started this blog concept as an interview with our President, Josh Vail, to glean what he has learned about life and leadership during this tumultuous year. After responding to a few of my questions, I felt the tables turn as some of the responses ended up being mine. We decided to publish the whole exchange. Hopefully, our conversation about this unique year, both professionally and personally, is a beneficial read.

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    As advisors seek to preserve the risk/return profile that the 60/40 portfolio has historically delivered amid the low interest rate environment, they will need to consider adding new investment strategies to the mix. Adding alternatives can help achieve this objective.