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Library » Webinar: How Much Is Active Management Worth?

March 29, 2018 | Active Management

  Documenting the reasonableness of 401(k) investment options has never been so difficult or so important. Today’s unique market environment, participant risk tolerance, and risk capacity creates new fiduciary risk. in this webinar, we discuss prudent approaches to evaluating …

Ebrahim Busheri

Director of Investments

Library » Now is the Time for Active Management

February 27, 2018 | Active Management

Valuations are extended, complacency is elevated, and we are entering the tenth year of a bull run. One wonders what Messrs. Graham and Dodd would think of the current market environment considering these realities. Their statement is even more relevant today, as risk management has taken a back …

Markets & Economy » 2017 Could be the Year of the Active Manager

February 10, 2017 | Active Management

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 realities of today’s environment. Active …

Library » Building and Interpreting Custom Investment Benchmarks

August 22, 2016 | Active Management

Introduction 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 …

Markets & Economy » International Small Cap Equity is Ripe for Active Management

August 02, 2016 | Active Management

As an asset class, international small cap equity is easily lost in the shuffle. Investors are familiar with both U.S. and international large cap companies, which are typically well-recognized, large corporations with products people buy and use every day. Even many domestic small cap companies …

Library » Free Cash Flow and Dividends: How A Focus On Yield Can Help Investors Provide for Today and Prepare for Tomorrow

April 12, 2016 | Active Management

A Fundamental Investor Problem Most institutional and individual investors have multiple goals or objectives related to the investment of their assets. Among the many different objectives that investors might pursue, meeting current cash flow needs and providing adequate capital growth for the …


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