Financial Trends

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Publication thumbnail Flexibility Can be Found in Outsourcing
by J. Keith Mote Jr., CFA, Managing Director of Pavilion Advisory Group

Implemented consulting, also often referred to as outsourced CIO, is gaining significant traction, but I’ve found many institutional investors are confused by exactly what the terms mean. Further confusion has been created by the variety of different solutions being offered in the marketplace.

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Publication thumbnail New Age for Tactical Asset Allocation
by Tom Dodd, CFA, CAIA, FSA, Senior VP, Consulting North America

There have been many changes across the institutional investment landscape post-financial crisis, with one of the more intriguing being the willingness of institutional investors to consider and implement tactical asset allocation strategies.

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Publication thumbnail A New Option to get Index-like Returns during your Manager Search
by Eric Bolduc, Vice President, Service Development

“Set-it and forget it” doesn’t apply to institutional investors who are fiduciaries for their plans. Today’s plan sponsors are not only responsible for putting together a robust investment policy that includes a well-researched and analyzed asset allocation, but they are also responsible for managing portfolio changes over time and ensuring that these changes are executed efficiently.

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Publication thumbnail Can Conventional Wisdom be Harmful to your Financial Health?
by Pierre Collins, CA, CFA, Senior Consultant

Perhaps conventional wisdom isn’t all it’s cracked up to be. When it comes to investments, conventional wisdom can sometimes be hazardous to your financial health. Take for example the never-ending active/passive debate…

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Publication thumbnail From Behavioral Anomalies to Low Volatility Investing
by Yusuke Khan, CFA, FRM, Senior Consultant

Investors sifting through their inboxes on any given day are faced with an abundance of literature from various market participants offering additional evidence that the efficient market hypothesis (EMH) is dead, or that modern portfolio theory (MPT) is out of date.

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Publication thumbnail WHITE PAPER: Using Volatility to Manage Risk

Modern Portfolio Theory (MPT) has been the crux of the 60/40 strategic asset allocation paradigm,
which many plan sponsors employ in one form or another. There are, however, a number of important
assumptions that we need to be mindful of when we employ portfolio optimization techniques based on
MPT…

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