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December 22, 2016 | Market Commentary
The conventional wisdom leading into last month’s U.S. presidential election held that in the unlikely event that Donald Trump was victorious, a significant market sell-off would likely ensue. Early financial market indicators on election night certainly fit this scenario as Dow Jones Industrial …
December 22, 2016 | Market Commentary
There’s been no shortage of press regarding U.S. equity markets hitting all time highs following the U.S. presidential election. In the weeks subsequent to the election, the S&P 500 Index rose nearly 3% as of November end, largely driven by sharp upward moves in Energy, Financial, and …
June 04, 2015 | Active Management
As investment performance data gets released at the end of each calendar quarter, the financial press is inevitably filled with stories comparing the performance of active managers versus market indices. Framing this type of data in terms of the battle of active versus passive certainly makes …
May 27, 2015 | Active Management
Gaining a better understanding of active management in today’s evolving and sometimes volatile investment environment begins with a simple point: Not all active managers are alike. Since the market downturn of 2008, there has been a reappearance in industry dialogue of the claim that ‘active …
May 21, 2015 | Active Management
The Current Market Environment Evaluating performance of active equity managers versus market indices since the start of the current bull market (03/01/2009) or even the start of the last market downturn (11/01/2007) leads to a relatively unfavorable conclusion for active managers. As Table 1 …
May 13, 2015 | Active Management
// Recently, our Portfolio Strategist, Darin Leone, sat down to speak with Scott Lucas of Lucas Financial Services, to discuss active vs. passive management and where we see opportunities in the market today. Listen to their conversation on Wisdom Wealth Radio, 98.9 FM, Columbus.
March 25, 2015 | Active Management
Introduction Since the market downturn of 2008, active equity managers have come under fire. Not only did many of these managers fail to provide meaningful downside risk management relative to market indices during the credit crisis, but most have failed to keep up with their benchmarks as the …
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, …
November 26, 2014 | Active Management
MPT Background Academic studies have shown that the asset allocation decision accounts for a meaningful portion of long-term portfolio returns1. As such, the asset allocation decision remains the central element of portfolio construction in the investment industry today. While there are numerous …
April 29, 2014 | Active Management
Portfolio Management Structure refers to the basic issues related to setting up and maintaining an investment portfolio. The key issues to consider when evaluating a portfolio’s management structure include: the mechanism for adjusting the portfolio to fundamental shifts in the market and …
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