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Diversifier Strategies - Market Neutral

Understanding the importance of insulating portfolios from total market vulnerability is simple. Staying up-to-date on available strategies to dampen the effects of volatility can be tricky. Learn how Market Neutral strategies could help deliver long-sought diversification for clients.

Year End Liquid Alternatives

The last year has been surprising in many ways for investors and advisors, alike. In what will be remembered for a wild ride in equities, and maybe (finally) the end to the 30-year bull market for core bonds, one thing was easily predictable – the financial press reaction to liquid alternatives’ (Diversifiers) performance for the year. Is there more to the story?

The Indexing Revolution

Investors of all types are voting with their money and dumping active managers of all kinds in favor of indexing at a rate not seen before. Whether it is 401k plans using life-style portfolios or major pension plans deciding to fire their long used managers and consultants, the trend is real and growing.

Asking the Right Questions

The new FTJ FundChoice Risk Tolerance Questionnaire has been designed to provide the initial opportunity to engage prospective clients in a unique conversation that would set the advisor apart from other advisors and new “robo” alternatives.

The Cover Jinx

From a market perspective February seems like a long time ago. Headlines were all about recession and market corrections. The global stock indices began the year with the worst January on record, and the first half of February brought no relief. With this as a backdrop, Barron’s cover featured AQR Investments, “AQR’s academic research has led to some truly alternative funds.”

Managed Futures - Setting Expectations

As we review the current results of various Managed Futures strategies we find a wide set of potential returns, as well as a wide variety of options as to the type of investments offered. These strategies include single manager, multi manager and indexed.

Everyone Deserves a Second Chance

The first quarter of 2016 provides advisors with a significant opportunity to ready their process for the oncoming DOL standard. With equities having their poorest yearly start in history, then bouncing back with a vengeance, bonds defying most predictions and Gold being the leading asset (+14%) class for returns, the cyclical nature of the markets played out over 90 days rather than typical 5 years.

And The Winner Is...

With last night’s Golden Globes and tonight’s NCAA College Football Championship, the awards season is officially underway. Although we are unsure of when Morningstar and Lipper will announce their fund family of the year, we will go out on a limb and call it now. For our money, and thankfully more and more of our advisors, AQR is the hands down winner.

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