Category: Investment Methodology
188 posts categorized as "Investment Methodology"
How to Explain Smart Beta Investing with a Simple Example
April 12, 2017
Content provided by Joe Smith, CFA, Senior Market Strategist Smart beta ETFs continue to dominate the financial news as more investors and asset managers grapple with the continued shift from active to passive investing. Despite this movement, smart beta investing is still widely unknown, and there is little understanding about what it actually means. At…
Not Just Cornfields
April 6, 2017
Content provided by Kostya Etus, CFA, Portfolio Manager I recently watched a fairly new documentary titled, “Becoming Warren Buffett” on HBO. It was a good production, but there was one thing that kept eating away at me. Every few scenes, the film showed corn fields as far as the eye could see. That doesn’t…
2017 Investment Themes
March 22, 2017
Learn more about CLS’s 2017 Investment Themes with CLS Chief Investment Officer, Rusty Vanneman, CFA, CMT.
The Timing Game
March 17, 2017
Content provided by Grant Engelbart, CFA, CAIA, CLS Portfolio Manager The market is always full of diverse opinions, and after the recent rally and multi-year bull market we’ve seen, now is no exception. Let’s look at an example. We all have friends who are a little bit crazy – let me introduce you to a…
March Madness
March 10, 2017
Content provided by Marc Pfeffer, CLS Senior Portfolio Manager March is one of my favorite months of the year. The days are getting longer, the NASCAR season is gearing up, baseball’s spring training is underway, and, of course, basketball is readying to take over our televisions for one “mad” month. This year, the markets are…
CLS is a Unique Investment Manager
February 24, 2017
Content provided by Rusty Vanneman, CFA, CMT, CLS Chief Investment Officer At CLS, I like to think that – We are Unique. We are Experts. We are Nice. As for being unique, I was able to get even more evidence supporting that from the latest Brown Brothers 2016 U.S. and European ETF Investor Survey. Before…
CLS Talks Risk Management With Paladin Consulting (6 of 6)
February 16, 2017
Paladin Consulting Company’s Co-founder, Art Lutschaunig gives CLS’s Senior Market Strategist, Joe Smith, CFA, a two part answer to the importance of partnering with a firm like CLS.
CLS Talks Risk Management With Paladin Consulting (5 of 6)
February 15, 2017
Paladin Consulting Company’s Co-founder, Art Lutschaunig gives CLS’s Senior Market Strategist, Joe Smith, CFA, a two part answer to the importance of partnering with a firm like CLS.
CLS Talks Risk Management With Paladin Consulting (4 of 6)
February 14, 2017
Paladin Consulting Company’s Co-founder, Art Lutschaunig speaks with CLS’s Senior Market Strategist, Joe Smith, CFA, about the future of risk management.