Viewpoints
PMC Weekly Review -
January 27, 2012
Stock prices ended the week with moderate losses, primarily due to a less optimistic economic outlook from the Fed and economic reports that were not quite as strong as had been expected. The Fed's statement earlier in the week that it was extending its low interest rate policy until at least the end of 2014 was interpreted in two ways: on the one hand, investors cheered the fact that interest rates would remain low for another three years, but... »»
Spin City
The December jobs report was recently released and politicians are falling all over themselves to spin positive or negative interpretations. As an investor or entrepreneur, it pays to look at these numbers in an objective way, as much as possible. As Mark Twain once said, "Get your facts first, and then you can distort them as much as you please." So here goes. The private economy... »»
Research
Monthly Economic & Market Update - February 2012
There were five major investment themes for 2012: 1) financial repression & a short-circuited expansion; 2) the emergence of a "thrifty fifty" and a renewed focus on real returns; 3) a battle royale for jobs - drilling vs. protectionism; 4) global backlash against political incumbency; and 5) protecting margins through acquisition. 2011 was a year of living dangerously. »»
Investment Manager Outlook - 4Q11
This is an ongoing, quarterly survey intended to generate a meaningful snapshot of investment manager sentiment. For the current installment of the survey, Russell collected the opinions of senior-level investment decision makers at equity investment management firms, as well as at fixed income investment management firms, which includes all of the managers in our database not just those in Russell funds. For this iteration, 200 managers participated in the survey. »»
Outsourcing: Drive Growth and Profitability, Focus on Core Competencies
Principals at the most successful advisory firms spend 75% of their time on new business development, according to Schwab Advisor Services. This figure may seem daunting for many RIAs, but it's a number you can reach. In order to spend more time growing your firm, you may need to consider outsourced solutions for any and all activities that aren't directly helping you serve existing clients or win new business.
This white paper discusses the challenges that RIAs face today, the benefits of outsourcing and highlights two advisor success stories. Read the white paper.
Beyond Stocks and Bonds: Powerful Alternatives for Pre-retirees
Many investors within five to 15 years of retirement are worried. On one hand, they're scared that another sharp market drop could devastate the stocks they're using to grow their portfolios for a comfortable retirement. On the other hand, they see the risk that supposedly safe investments such as Treasuries could fall in value. In this paper we explore how certain alternative investments can reduce this anxiety and boost financial advisors' value in their eyes. »»
Focusing on Volatility: When Risk Management Pays Off
One of the most effective examples of volatility management is cost-effective control of "tail risk"—otherwise known as unexpectedly large portfolio losses. While no single weapon on its own can combat tail risk, a multi-pronged approach that marries such elements as crisis planning, increasing asset diversification, allocation to low-beta equities and adoption of alternative asset classes can achieve this result. »»
Tax Overlay Management: Capturing Losses to Prepare for the Next Bull Market
John Phoenix, President, CEO of M3
Performance Equal or Enhanced Over the Long-Term with Sustainable Investing
Michael Lent, CIO of Veris Wealth Partners
Growing Awareness of Socially Responsible Investing
Helen Hamada, Principal of Miller/Howard Investments
Changing Landscape - Advisors Go Independent
Bill Crager, President of Envestnet
Practice Management
The Consumer Revolution
Never in the history of mankind has the consumer received so much of what they want, so quickly and in such a customized way. Not only is every experience being uniquely created to each person's individual needs, but it is being done at a fraction of the price and with measurably higher convenience. In the meantime... »»
In the News
Envestnet Completes FundQuest Acquisition
Read the press release. »»
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