New Year, New President…Same Outlook?
From an investor’s perspective, the current environment feels lot like it did twelve months ago: U.S. equity markets returned over…
Read the full article >One of the most fundamental elements of a successful portfolio is a diversified asset allocation that fits client objectives. Portfolios should also accurately reflect client-specific objectives for risk tolerance, return goals, liquidity needs, cash flow demands, and investment policy guidelines.
Our asset allocation studies utilize rigorous Monte Carlo simulations and proprietary risk analytics to formulate customized portfolios that meet each client’s unique risk and return objectives. Portfolio structures are examined over a wide variety of macroeconomic conditions to identify long-term expectations as well as sensitivity to short-term market volatility. Rather than optimize on a single risk to determine a recommended portfolio, our model calculates a rigorous set of risk statistics ranging from market exposure to liquidity. Collectively, the holistic risk analysis combined with client-specific liability and cash flow information provides each client with a precise recommendation on portfolio structure.
Current client asset allocation studies are conducted as economic conditions change or client goals evolve. For new clients, asset allocation studies are typically included as part of the investment systems review.
From an investor’s perspective, the current environment feels lot like it did twelve months ago: U.S. equity markets returned over…
Read the full article >Before the football season began, we authored a white paper that detailed offensive and defensive elements of…
Read the full article >As the leaves change to autumn and the authors cheer on their Fighting Leathernecks, fall is the perfect time for…
Read the full article >Published January 9, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed for…
Read the full article >Indexing has risen in popularity over the last decade, particularly for U.S. equity investors. The fees are lower and indexing…
Read the full article >Over the past year, the SEC has been phasing in regulatory changes for money market funds resulting from adopted amendments…
Read the full article >Historically, the private equity secondary market has been used by limited partners (“LPs”) to sell exposures at the end of…
Read the full article >On Tuesday, September 24, Greg Leonberger, FSA, EA, MAAA, FCA will be speaking at Pensions & Investments’ (P&I) Chicago…
Read the full article >Nat Kellogg, CFA and James R. Wesner, CFA will be speaking at the Pension Bridge…
Read the full article >On July 22–23, Dave Smith, CFA, Kweku Obed, CFA, CAIA, and Greg Leonberger,…
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