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2 posts in July 2015

The Silver Bullet

July 7, 2015

Our evolved modeling process thinks about a well-diversified client portfolio consisting of three distinct mandates: Mandate 1 – Strategic Market Movement Targeted to a point on the efficient frontier and rebalanced back to that target. This is a buy and hold sleeve, looking for full market participation. Vanguard, Loring Ward, Wilshire and others utilize their…

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Market Uncertainty and Diverse Investor Needs: The Three Mandate Approach

July 3, 2015

When confronting risk, advisors face a challenging environment in 2015: Global equity markets are soaring, while many fixed income markets face the prospect of rising rates and central bank intervention. Meanwhile, the market shocks of 2000 and 2008 loom large in investors’ memories. Amid this uncertainty, investors now seem to come in two distinct types….

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