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Library » Defining a Market Cycle

December 05, 2014 | Market Commentary

Introduction Performance measurement is one of the most discussed topics in the investment industry. For example, if an investment has strong returns over the past 12 months, is it a good investment? What if returns are attractive over three, five, or ten years? Before answering this question, …

Vantage » Revisiting the Case for Slow Growth in the United States

November 18, 2014 | Domestic Markets

The U.S. Dollar has rallied sharply since July, particularly relative to the Euro and Yen, igniting a debate as to whether the pace of U.S. economic growth will slow from here. Today, uncertainty seems to be returning, both in the U.S. and globally, with headlines focusing on geopolitical threats, …

Library » An All-Cap Core Investment Approach

April 08, 2014 | Active Management

What is an All-Cap Core Approach An All-Cap Core investment approach expands equity opportunities to include all levels of market capitalization and the range of style classifications. Rather than a constrained focus on a limited area of the investment universe, an All-Cap Core approach allows …

Library » A Historical Perspective on the Asset Allocation Decision

March 26, 2014 | Active Management

Introduction To a large extent, investment objectives are driven by investment time horizon, magnitude of withdrawals, and risk tolerance level. These goals must be identified and prioritized in order to determine an appropriate asset allocation. Establishing the appropriate asset allocation for …


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