Gaining Perspective

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The Key Risks Facing Bond Investors May 31, 2019

Show notes

Recessionary fears have subsided and all signs are that the global economy has stabilized, albeit at a less-than-desired growth rate. But risks abound – tariffs on Chinese goods that could trigger a trade war, Brexit negotiations, rising oil prices and a possible Fed rate hike.

What to Watch Out for When Outsourcing Investment Management May 30, 2019

Show notes

Ever since the growth of robo advisors began to accelerate nearly a decade ago, the dominant trend facing advisors has been the commoditization of investment advice. With the proliferation of high-quality, low-cost investment solutions, advisors have increasingly outsourced their investing, freeing up valuable resources to help clients in other ways. But that doesn’t mean that all outsourced solutions are created equal or that advisors cannot add value through the investment choices that are made on behalf of their clients. Here’s what advisors need to know when choosing an outsourcing solution.

How Leading Advisors Select Technology Solutions May 29, 2019

Show notes

The most successful advisory firms are building their technology framework around their optimal client and the experience they want to deliver to that client. What’s most important when designing an experience is considering how it adds value to the advisor-client relationship.

Overcoming the Fears about ESG Investing May 28, 2019

Show notes

Many advisors have yet to take the plunge into ESG Investing. They see the ESG label, and fear client portfolio performance will suffer for the sake of impact. Strip away that label, and advisors immediately see the value of planning for sustainability and avoiding companies exposed to negative events such as fraud, ethics violations and environmental catastrophes.

Where is the Economy and the Bond Market Headed? May 23, 2019

Show notes

After the tumult of Q4 2018, investors deserved an easy quarter, and they got it. The Q4 trends of falling rates and rising economic concerns continued. But risk assets, like stocks and non-government fixed income spread products, pulled out of their nose dives with strong performances in Q1 2019. As we look ahead to the remainder of this year, what should bond investors expect?

The Failure of Conventional Financial Planning May 22, 2019

Show notes

There are three legs to the retirement problem: determining an appropriate savings and spending plan, having the right amount of insurance, and constructing an appropriate portfolio. Achieving those three goals and smoothing consumption, especially during the critical period just before and after retirement, is a complex and computationally intensive undertaking.

A Top-Performing Asia Value Fund May 21, 2019

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Value investors have fared poorly over the last decade, as traditional value indices have trailed their corresponding growth counterparts. But that doesn’t mean that all value funds have done poorly. Indeed, one notable exception has been the Matthews Asia Value Fund (MAVRX).

The Role of Alternative Investments May 20, 2019

Show notes

With equity valuations at elevated levels, subdued economic growth due to changing demographics and stubbornly low productivity gains, as well as a bleak outlook for fixed income, advisors are challenged to rethink foundational portfolio elements of investor portfolios—which means seeking out strategies that bolster the core going forward.

What to Expect from Envestnet and MoneyGuide May 17, 2019

Show notes

Nearly two million financial plans were created in the last year using MoneyGuidePro®. The two individuals who are charged with overseeing the success of the acquisition of PIEtech®, the parent company of MoneyGuidePro®, discuss what that means for their clients.

How Should Advisors Evaluate Model Portfolios? May 16, 2019

Show notes

As advisors have expanded their suite of financial planning services and sought new ways to add value to their client relationships, they have also committed to solutions to streamline their investment management. One of those solutions is a model portfolio, which consist of allocations to a group of mutual funds that meet the goals and risk tolerances of their clients.

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