Inheritance: The Second Property Theory
Why rushing to buy a cottage isn’t always the best investment decision. The Second Property Theory Assuming that the so-called “trillion” dollars on line in the inheritance pipeline does materialize,…
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Asset Allocation Models and Mutual Funds
Asset allocation is the current rage of the mutual fund industry. In its simplest terms, asset allocation refers to the process of adjusting the relative proportion of different asset classes…
Types of Financial Advisors: External vs Internal Advisors
Choosing between types of financial advisors like external or internal ones ultimately depends on the needs of the investment firm and the kinds of objectives the fund is meant to achieve. Both types have their advantages and disadvantages.
The Significance of a Financial Track Record: Fund Performance
In general, credentials are just one aspect of a manager’s track record that should be considered in an evaluation of past performance. Ultimately, the only true indication of a manager’s…
Manufacturing a Track Record: Choosing Your Investment Options
This article outlines the phenomenon in which some investment professionals can manufacture a track record and the implications of this practice. The material in this article is excerpted from the…
How are equity portfolios managed?
When employing equity portfolio management strategies, investment Managers combine stock picking and sector rotation to make industry and security “bets” in their portfolio weightings. This allows them to move into defensive stocks and cash in overvalued markets, weighting stocks and industries that are relatively attractive.
