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Four investment “styles” – Value, Momentum, Carry, and Defensive – have emerged as compelling sources of alternative returns, backed by economic theory and decades of data across geographies and asset groups. When applied as long-short strategies, these styles have delivered positive long-term returns across multiple asset g...

Following an unusually frigid winter, the weather has borne the brunt of blame for weakened economic statistics. While anecdotal evidence is overwhelming, identifying and quantifying the effects of the weather on economic data is difficult. In this white paper, Glenmede argues that the slowing economic growth of recent months reflects fundamental c...

This edition of Altair Insight, a quarterly market review from Altair Advisers, explores the following key topics:The bull market has lost momentum but likely still has some oomph left.International opportuni­ties are brightening and the author is poised to take advantage this quarter.Persistently low inflation is dictating central banks’ policies ...

Headlines about the financial stress on municipalities — combined with high profile downgrades, defaults and even bankruptcies — have led many to believe that high yield issuers must be in financial distress. The author, Nuveen Asset Management, believes that is generally not the case and explains why in this paper.Nuveen believes that ...

For families contemplating substantial charitable contributions, private foundations provide a structure to create a legacy of family charitable giving and remain a popular vehicle for charitably inclined families.While a private foundation may appeal to an individual for a variety of reasons; private foundations come with responsibilities. Prior t...

Now in its sixth year, the current bull market is oft considered due for correction, with investors wondering how much further the rally can go. For this reason, it is useful to test the claimed causes associated with lapsing bull markets. Conventional wisdom suggests bull markets end due to: age, recessions, monetary tightening, extreme valua...

Research on income equality and social mobility yields compelling conclusions in support of both sides of the debate. For now, regardless of how the research evolves, it is safe to expect the U.S. will enter an environment of higher personal tax rates with further redistribution in the cards, something investors need to consider when weig...

Plante Moran provides an in-depth look at password security and sheds light on some of the hacking tools out there. These tools are far better at guessing than you may imagine and, at rates of up to billions of guesses per second, much more persistent.So, what are our options? How can we combat this rising issue?No password is uncrackable. Given en...

Each year Asset Consulting Group takes a detailed research approach to this question and updates its Active vs. Passive analysis using manager universe information from eVestment Alliance’s subscription database. This database provides qualitative and quantitative information for approximately 45,500 products (strategies) submitted by approxi...

Today’s broad stock market is not a bubble. However, by virtue of its duration and current valuations, equities are in the mature phase of a bull market. That means a more sober pace of advance, with a lot riding on the economy and monetary policy.The author, Atlantic Trust Private Wealth Management, examines several crosscurrents that are bo...

The loss of a spouse to either death or divorce is one of the most traumatic experiences anyone can go through. Life will change irrevocably in many ways for the surviving spouse or separated partners. This article reviews often-neglected steps that may lessen the burden and financial issues that you and/or your spouse may face when this painful lo...

The successful management of a family office investment portfolio requires a carefully guided strategy focused on asset diversification, risk mitigation, experienced, and transparent oversight. Part of this strategy should include a thoughtful allocation to alternative asset classes which can serve to mitigate portfolio risk. One strategy that many...

It is frequently suggested that that family offices should mimic institutions and adopt an institutionally disciplined and process-oriented approach when managing their investment portfolios. Through a process-oriented approach, institutions and family offices can be more effective and produce more efficient long-term results.While this concept is ...

On June 5, 2014, the European Central Bank crossed an important symbolic line by announcing plans to reduce the policy interest rate into negative territory. Included in this announcement was a host of complementary but nontraditional policy measures, completing the picture of a committee stretching for greater impact.The author believes that:Aggre...

Case management, a new concept in the addiction and behavioral health field, can significantly increase the likelihood of sustained recovery for individuals who suffer from chronic diseases such as alcoholism, drug dependence, depression and other addictive and behavioral disorders.