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July 30, 2014 | Market Commentary
As a global investment management firm, it is critically important that we monitor any and all varieties of risk that could threaten the performance of financial markets both domestically and abroad. Today, developments in a number of regions, particularly the Middle East and Eastern Europe, have …
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 …
April 16, 2014 | Active Management
One of the most effective risk management tools available to investors is diversification across multiple asset classes (e.g., stocks, bonds, and cash). A portfolio’s distribution across various asset classes is referred to as the portfolio’s asset allocation. Academic studies have shown that …
April 15, 2014 | Market Commentary
High frequency trading (HFT) has once again found itself in the spotlight. With the release of a new book highlighting the dangers and inequities of the practice, a recent 60 Minutes lead story, countless articles in well-circulated publications, and a federal investigation into the very legality …
April 14, 2014 | Active Management
While risk is often defined by various statistics, the broadest definition of risk to investors is failing to achieve one’s investment objectives. There are three basic portfolio risks that can prevent an investor from reaching his/her goals: Capital Risk - the possibility of sustained …
April 09, 2014 | Active Management
Introduction to Risk Management While risk is often defined by various statistics, the broadest definition of risk to investors is failing to achieve one’s investment objectives. There are three basic portfolio risks that can prevent an investor from reaching his/her goals: Capital Risk—the …
April 03, 2014 | Active Management
While risk is often defined by various statistics, the broadest definition of risk to investors is failing to achieve one’s investment objectives. There are three basic portfolio risks that can prevent an investor from reaching his/her goals: Capital Risk - the possibility of sustained losses …
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 …
March 17, 2014 | Investment Themes
Over the long-run, investors must successfully manage three key risks: capital risk, reinvestment risk and inflation risk. Capital risk – the risk of sustained loss– is perhaps the most understood of these three risks. However, reinvestment risk (the inability to redeploy investment cash flows to …
February 20, 2014 | Active Management
Security diversification refers to the allocation of a portfolio across different securities, so that no single security makes up too large a percentage of the portfolio. Sector diversification takes this idea one step further, making sure that the portfolio is distributed among multiple …
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