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We provide managed portfolios and alternative investment strategies to help you provide high quality investment solutions to your clients.


Economics and Shame in the Land of the Rising Sun
Economically, Japan has shown some signs of improvement, but challenges remain. Structural reforms are longer-term initiatives that could prove very important to achieving Japan’s growth and inflation objectives.

2015 Credit Market Outlook: Steamroller Blues
James Taylor probably never intended to write songs about the credit markets. Nevertheless, Steamroller Blues, which he wrote back in 1970 (well before the public high yield bond and bank loan markets existed), unintentionally paints a portrait of credit strategies such as high yield bonds, bank loans, and most credit hedge funds. These strategies tend to be long-biased, and suffer from return patterns with fat tails and negative skew.

Market Commentary: Fourth Quarter
The U.S. dollar strengthened in the fourth quarter of 2014—as well as for the year—placing downward pressure on U.S. investors’ international holdings. This combined with the price of oil collapsing and the relative strength of the U.S. stock market has prompted some investors to question whether the widely held belief that portfolios should be broadly diversified in order to maximize the probability of achieving long-term performance goals should still be applied.

FEG Insight: 2014 FEG Investment Forum
On September 23–24 Fund Evaluation Group, LLC (FEG) welcomed more than 500 attendees to the sixth FEG Investment Forum, Game On: Producing Results in an Unpredictable World. Held in downtown Cincinnati, the Forum featured six primary speakers who shared their insights on achieving results in an unpredictable economic environment. Primary Forum speakers covered a broad range of topics spanning invesment, economic, and philanthropic issues.

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Material is accurate as of this label date and no obligation nor intention to make updates or corrections exists.

Page Last Updated: 03/13/2015