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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 » Understanding Reinvestment Rate Risk in Today’s Environment: Avoiding Going Broke “Safely”

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 …

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 …

Library » Why Security and Sector Diversification Are Important

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 …

Library » An Illustration of the Impact of Inflation Across Various Investment Mixes

January 02, 2012 | Active Management

Given recent market volatility, many investors have taken steps to protect themselves from capital risk, (i.e., the risk of a loss in capital). Generally, these investors may be transitioning their asset allocations away from equity securities, or hesitant to commit assets to equities. While …


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