by Jeff Goodnow | Sep 29, 2020 | Investment Management, Podcasts
An OCIO, or Outsourced Chief Investment Officer, is becoming more and more commonplace with Advisors. But what exactly does that entail, who is actually using them, and what does that relationship look like? We break down: What does an OCIO actually do? How precisely...
by Manish Khatta | Aug 6, 2020 | Investment Management
There are literally hundreds of data points that are injected into our technical trading systems. Each piece of data has its own story. The same data point can be used in a complex trading system as well as a very simple measure of the current market environment. For...
by Jeff Goodnow | Jun 25, 2020 | Advisors, Investment Management
5 Questions Advisors should know about OCIO services If you flashback thirty years ago there were very few institutional investment strategists available for financial advisors. Typically, these advisors would create their own asset allocation from a group of mutual...
by Manish Khatta | Jun 10, 2020 | Advisors, Investment Management
There has never been a better time to be a DIY investor. You can literally open an account for very little money and trade commission free. As an investment manager you would think we wouldn’t like this trend but it’s quite the opposite. The more educated investors...
by Manish Khatta | Apr 16, 2020 | Advisors, Investment Management
Now that we are in a bear market it’s important to understand what exactly defines a bear market. Before we dive in, I think it needs to be made clear that the conversations around defining bear markets are mostly academic. Typically, institutional money managers...
by Manish Khatta | Apr 9, 2020 | Advisors, Investment Management
I think one of the biggest misconceptions about risk management is you must permanently choose a side between risk-on and risk-off. That’s simply not the case. There is an abundance of investment products that can adjust their underlying risk levels, based on the...
