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Turning Smart Beta into Smart Alpha

September 25, 2017
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Smart alpha combines smart beta and tactical asset allocation to address the shortcomings  of both approaches by giving investors the chance to beat the market during an upturn while still protecting investors during a downturn.

Over the past few years, smart beta strategies have been gaining market share […]

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Preparing for True Black Swans

September 18, 2017
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A Black Swan is an event that comes as a surprise and has a major impact.  Investors will often inappropriately refer to the bear markets of 2000-2002 and 2008 as Black Swan events.  However, bear markets do not come as a surprise, everyone knows they happen and […]

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Active vs. Passive-A New Way to Look at the Debate

September 5, 2017
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The active vs. passive debate continues to rage across Wall Street.  The passive guys believe that active money managers can’t beat a passive index so the fees they charge aren’t worth it.  The active guys believe they can beat a passive index, even though they really […]

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A New Way to Look at Sector Rotation

September 5, 2017
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Sector rotation has been a staple of tactical asset allocation from the beginning.  Typically, sectors are ranked by momentum over some lookback period (3 months, 6 months, 12 months, etc) and then the top couple are picked and held for a month and then the process is repeated […]

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