Where’s the Vol?
Incorporating options into your asset allocation process can be extremely beneficial for client accounts, both in terms of return and risk mitigation. But there’s one problem: you need some market volatility to make it work! [...]
Risk Management & the Changing Competitive Landscape for Advisors
The independent RIA channel has enjoyed outsized growth thanks mostly to one simple pitch: “They’re not fiduciaries. We are.” This positioning has served many RIAs very well, yet times are changing and RIAs are finding [...]
Volatility: Turning a Concern Into an Opportunity
A recent survey of registered investment advisors (conducted by Fidelity in April, 2016 and can be found here) revealed that volatility ranked highest among advisors’ concerns. In a period where advisors struggle to differentiate themselves, [...]
We’re Hiring: Client Service Associate
Arin is looking for an energetic, extroverted individual to join our growing team. We are a small, boutique investment advisory firm so you will be immediately exposed to several functions such as sales and marketing, [...]
Are Your Portfolios Really Efficient? (And Does It Even Matter?)
For decades, the gold standard for portfolio construction has been rooted in mean-variance optimization and modern portfolio theory (MPT). Starting with a few asset class inputs (mean historical return, standard deviation and correlation), this process [...]
Boosting Alpha by Reducing Your Borrowing Costs
Investment managers that use leverage and carry debit balances in an effort to generate alpha can fund their borrowing in any number of ways. The most convenient (and often most expensive) source of funding is [...]
Selecting a Volatility Management Partner
RIA firms, asset managers and bank trust departments often partner with third-parties to enhance their capabilities beyond their core competencies. RIAs and trust departments employ third-party managers, estate attorneys, tax experts in an effort to [...]
