Aug 23, 2017
Nearly 30 years have passed since William Sharpe introduced returns-based style analysis (RBSA) to the investment world in his landmark article, “Determining a Funds Effective Asset Mix.” In 1992, RBSA became commercially available through Zephyr StyleADVISOR. Numerous other software programs have followed suite by offering RBSA within their applications.
Jul 20, 2017
People are living longer today than ever before, which is music to some people’s ears, as it provides more time with loved ones and the ability to have more and varied experiences. However, living longer poses an unanticipated risk—the possibility of outliving your money.
Jun 22, 2017
Over the past few years, factor investing, or so-called “smart beta” investment strategies, have been wildly popular—among investment product providers, at least.
Mar 2, 2017
The fourth quarter of 2016 will be remembered as the time Donald Trump shocked the world by being elected to become the 45th President of the United States, prompting the “Trump Trade.”
Jan 5, 2017
In the aftermath of the Credit Crisis, diversification has come under the microscope. Portfolios that were traditionally considered diversified could not withstand the global reach of the crisis and protections failed when they were needed most. The past decade has proven that simply adding foreign investments to a portfolio does not equal diversification.