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Investment insights to guide you through today's financial realities

SOLUTIONS FOR REMARKABLE TIMESHow do you plan for today’s remarkable times? We discuss how we are finding investment opportunities despite the current slow growth environment, and strategies we use with individuals to help them meet their goals.

Featured Topic: Active ManagementView all insights »

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February 10, 2017

2017 Could be the Year of the Active Manager

It has been said that those who do not learn from history are doomed to repeat it. With the value of active management called into question in recent years, we are compelled to consider our history to see what we might be able to glean about the reality of today’s environment.

January 26, 2017

2017 Outlook: Investing in Remarkable Times

As we head into the new year, we provide our forecast of what to expect in global financial markets and highlight how active management may help navigate today’s market environment. Learn more about our view in the new 2017 Semi-Annual Outlook.

November 08, 2016

Solutions for Remarkable Times

How do you plan for today’s remarkable times? We discuss how we are finding investment opportunities despite the current slow growth environment, and strategies we use with individuals to help them meet their goals.

August 22, 2016

Building and Interpreting Custom Investment Benchmarks

From simple beginnings, the investment benchmark has become a de-facto aspect of most investment programs today. There are many types of benchmarks, but the most widely accepted version uses passive market indices as standards of performance measurement and points of comparison for various portfolio characteristics.