Networks - SCIOC

Christopher Hyzy Chief Investment Officer
Wednesday, October 22, 2014

We’re in the early stages of what stands to be an extended business cycle. We’re calling the cycle the era of innovation, and it has some definite characteristics.

GenSpring Family Offices
Wednesday, October 22, 2014

Over the past several years, investors have experienced a challenging investment environment.

Shane B. Hansen
Tuesday, October 21, 2014

Investment advisers often contract with subadvisers to obtain special investment expertise and sometimes outsource important operations or compliance-related functions to service pro­viders.

Mattia Taboga
Tuesday, October 21, 2014

The UK has delivered a remarkable cyclical upswing over the past year; with GDP growing at an average pace of over 3% annualised growth for 5 quarters in a row.

Charlies Dolan, CFA - Ralph Goldsticker, CFA - Chris Harris, CFA - BNY Mellon Investment Strategy & Solutions Group
Monday, October 20, 2014

The tightening of regulations around the world is prompting banks to offload a variety of financial assets onto the capital markets. Investors are aware of this opportunity.

Chris Barron, VP, Client Portfolio Manager
Monday, October 20, 2014

In prior rising rate environments, various parts of the municipal yield curve reacted differently based on economic conditions and the pace and scale of Fed activity.  An analysis of historical changes in monetary policy shows that in the past three rising rate environments, a hypothetical invest

Chris Barron, VP, Client Portfolio Manager
Monday, October 20, 2014

Rising rates can spook bond investors, since rates and bond values are inversely related. As a result, investors sometimes sell following a sharp price decline, hoping to reinvest as the market recovers, effectively “selling low.”

Anthony C. de Bruyn and Philip M. de Bruyn
Monday, October 20, 2014

The paper discusses how many advisors and high net worth clients view life insurance as an expense as opposed to a dynamic asset that requires constant monitoring, analysis and periodic decision-making to give it the best opportunity to perform as it was intended.  Included are some case examples

Atlantic Trust Private Wealth Management
Monday, October 20, 2014

This white paper reviews how the new landscape of energy in the U.S. is changing the national discourse on energy independence, influencing our economic recovery and offering opportunities for discriminating investors.

Deborah Christie, Sean McLaughlin, Chris Parker, Kyle Anderson
Monday, September 22, 2014
Many families have significant wealth tied up in the publicly traded shares of a single firm.