Category: Investment Methodology
188 posts categorized as "Investment Methodology"
The Power of FinTech
December 7, 2016
Content provided by Brian Towner, CLS Separate Account Product Manager Technology can be a powerful tool, especially in the financial services industry. Technological advances continue to help shape and evolve advisors’ capabilities, which often trickle down into tangible benefits for investors. However, often times, initial launches of new technology can cause confusion for the end user,…
Money Market Reform
December 2, 2016
Content provided by Marc Pfeffer, Senior Portfolio Manager Money market funds have been around since the 1970s. They have been a primary tool and source of liquidity for both retail and institutional investors for more than 40 years and have trillions of dollars of cash invested in them. I helped create a money market fund…
The Third P: Process
November 30, 2016
Content provided by Rusty Vanneman CFA, CMT, CLS Chief Investment Officer In previous commentary, I wrote about the “Five Ps” of the money manager’s due diligence process: People, Philosophy, Process, Positioning, and Performance — in that order. Each of the Five Ps should be addressed by the person selecting an investment advisor. Ultimately, it’s about…
California Dreaming… About American Funds
November 23, 2016
Content provided by Grant Engelbart, CFA, CAIA, CLS Portfolio Manager Sunny Southern California: surfers, palm trees, mountains, ocean views – hardly the setting you would expect to find one of the oldest money managers in the U.S. But, tucked away in a tall, downtown Los Angeles office building bearing the name of a different U.S….
Financial Psychology 101
November 18, 2016
Content provided by Kostya Etus, CFA, CLS Portfolio Manager Psychology and human behavior are some of the most interesting and challenging aspects of financial management. Understanding the motivations behind a client’s behavior and how to effectively encourage him or her to develop healthy financial habits can mean the difference between success and failure for our…
CLS’s Fantasy Draft
November 14, 2016
Content provided by Kostya Etus, CFA, CLS Portfolio Manager & Scott Kubie, CFA, CLS Chief Strategist
CLS & American Funds: Asset Allocation
November 2, 2016
Content provided by Grant Engelbart, CFA, CAIA, CLS Portfolio Manager We are often asked about our ability to add value to a portfolio of American Funds. After all, American Funds are the largest actively-managed fund company in the U.S. for a reason – they are darn good. There are over 60 different American funds to…
CLS & American Funds: Asset Allocation
October 26, 2016
Content provided by Grant Engelbart, CFA, CAIA, CLS Portfolio Manager We are often asked about our ability to add value to a portfolio of American Funds. After all, American Funds are the largest actively-managed fund company in the United States for a reason – they are darn good. There are over 60 different American funds…
Self-Directed Brokerage Accounts: Opening New Doors for Investors and Financial Advisors
October 7, 2016
Content provided by Case Eichenberger, CIMA, CLS Client Portfolio Manager As long as people keep populating this earth, there will be a need for better products, better options, and better ways to perform critical functions. The drive for innovation and advancement is ever-present. Forty years ago, professionally managed pension plans were the norm in the…
Why Investors Should Source Income Globally
September 1, 2016
Content provided by Joe Smith, CFA, CLS Senior Market Strategist Low interest rates mean one simple thing: the search for yield and income is a very real and difficult challenge for investors. With many of the world’s economies offering low, zero, or even negative interest rates, the ability for investors to generate income in portfolios…