This is a summary of the recent performance of a wide range of excellent tactical asset allocation strategies. The two top performing strategies were only recently added to the members’ section: Classical Asset Allocation (CAA) Defensive and Offensive.allocation asset classes equities exposure recent strategies TAA tactical time
My wife and I were in a hospital room a few weeks ago waiting to go into the operating room for her c-section for the birth of our twins. But this doctor had a great closing line before he exited the room to give us some perspective on the situation.belief car doctor Fear hard markets news potential risks room
Making an important decision is never easy, but making the right decision is even more challenging. Effective decision-making isn’t just about accumulating information and going with what seems to make the most sense.accumulating biases challenging conclusions decision easy effective making polluting seek
Companies in this category provide tools that range from alternative trading systems to financial modeling and analysis software. In response, fintech companies are attacking all parts of the capital markets value chain hoping to increase efficiency and reduce opacity in financial services.bank capital markets deals financial fintech funding investment Q1 record worth
John Bogle, founder of Vanguard and the creator of index mutual funds, has a word or two of advice for investors everywhere.
The tips are part of an extensive essay Bogle wrote for the CFA Institute on balancing professional and business values.balancing Bogle etf investing investment investors market mutual fund stock Vanguard
Released today by the Financial Planning Association, the 2017 Trends in Investing Survey tackled the issue of investor portfolio diversification for the first time and it showed a distinct lack of appetite for even more diversification. Additionally, 27 percent say today's market conditions make diversification difficult.Association diversification financial investing issue planning released survey tackled trends
Unlike actively managed mutual funds — where a professional picks the individual holdings of a fund — ETFs track indexes, making them passively managed. That's compared to 20 percent planning to increase their use of mutual funds and 19 percent for individual stocks.advisor ago etfs fund managed management mutual shows stock survey
This article is part of a regular series of thought leadership pieces from some of the more influential ETF strategists in the money management industry. Today's article features Rusty Vanneman, chief investment officer of Omaha, Nebraska-based CLS Investments.bond credit duration equity factor longer market performance relative yield
By incorporating available technologies, redeploying employees and reimagining processes, companies can dramatically increase performance and greatly reduce costs.
McKinsey Global Institute (MGI) research suggests that companies can automate at least 30 percent of the activities in about 60 percent of all occupations by using technologies available today.automation business companies employees function opportunities performance processes tasks technologies