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Resources

Crucial Conversations

Crucial Conversations – Putting Pullbacks in Perspective

We take a look at the severity of past market pullbacks to help you put market downturns into context.

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Exploring ETFs

Exploring ETFs

Today ETFs are listed on all major stock exchanges (domestic and globally) and are proving an effective liquid investment that generally are more tax efficient than traditional mutual funds. Learn more about ETFs and the important role they can potentially play in investor portfolios.

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An In-Depth Look At Defined Maturity ETFs

An In-Depth Look At Defined Maturity ETFs

This 12-page white paper provides an in-depth look at defined maturity ETFs including the growth and usage of fixed-income ETFs, how defined maturity ETFs can be used to obtain targeted exposure to specific points on the yield curve, how they compare to alternative investment vehicles, as well as various implementation strategies for the funds within a portfolio. 

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Equal Weight ETFs White Paper

Equal Weight ETFs

Our Equal Weight White Paper, A Strategic Beta Approach for Evolving Markets, explores how the equal weight approach creates unbiased exposure to market risk factors, enhances risk control, and offers greater opportunity to capture long-term equity performance.

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White Paper: Uncovering Purity of Style. A Look at Pure Style Investing

Uncovering Purity of Style. A Look at Pure Style Investing

This piece examines how pure style indices seek to more clearly delineate between value and growth, with less overlap than traditional style indices. It also explains why a “pure style” approach may help investors better identify the spread in value and growth performance across investment cycles.

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View on Collateralized Loan Obligations

View on Collateralized Loan Obligations

Overview of collateralized loan obligations (CLOs) and the important role they can potentially play in investor portfolios.

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Asset Class Correlation Map

Asset Class Correlation Map

Is your portfolio diversified? If you’re investing in asset classes that perform similarly—especially in downward-moving markets—the answer could be no. This table illustrates how various asset classes historically correlate to one another.

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Guide to Implementing Liquid Alts

A Practical Guide to Implementing Liquid Alternatives

A look at how liquid alternative investments can complement traditional equity and fixed-income strategies to potentially diversify risk and improve long-term risk-adjusted returns.

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Modern Markets Scorecard

The chart style is commonly used to explain why investors should consider diversifying across various asset classes and strategies. It ranks various asset classes and strategies from best to worst performers every year.

Modern Markets Scorecard

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Dow Jones Historical Trends Chart

Over the last 117 years, the stock market has rewarded some investors with long-term growth. History shows that the equity market enters long periods of high returns, followed by lengthy periods of lower ones.

Dow Jones Historical Trends Chart

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