CLS Blog

Story Telling

May 18, 2016
Open book

Content provided by Brian Towner, CLS Separate Account Product Manager In the financial industry there are three key components or phases in the client/advisor relationship: Proposal: Define the client’s financial goals and how the advisor can help achieve them. Client Review: How has the advisor helped the client progress toward his or her goals? What…

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The Makings of a Good Smart Beta ETF

May 11, 2016
Satisfaction

Content provided by Joe Smith, CFA – CLS Senior Market Strategist Smart beta ETFs continue to be a popular topic in the investment industry. They’ve created excitement because they follow indexes that intentionally deviate from a market-cap-weighted index and have deep roots in academic and institutional investment circles. This provides opportunities for additional risk management…

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International Fund Team, Assemble!

May 5, 2016
Superhero business team

Content provided by Kostya Etus, CLS Portfolio Manager As you may already know, I’m a pretty big movie buff. I usually watch at least one movie every day and I’ve pretty much seen every movie since 1980, feel free to quiz me sometime by guessing one I may not have seen. I also really like…

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Benefit of Factor Based ETFs in a Challenging Market Environment (4 of 4)

May 4, 2016
MSCI 4

1510-CLS-4/14/2016

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Six-Putts, Statistics, and Investing

May 3, 2016
Golf

Content provided by Scott Kubie, CFA, CLS Chief Strategist Ernie Els, an accomplished golfer, six-putted the first green of the Masters Golf tournament in Augusta, Georgia. Of his six putts, five were within 3 feet of the hole. A Bloomberg article examined Els’s history-making putting performance and determined it should only happen once in 10,000,000…

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How Advisors are Using Factor Based Investing with MSCI (3 of 4)

April 27, 2016
MSCI 3

1510-CLS-4/14/2016

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How Factor Investing is Applied in Portfolios with MSCI (2 of 4)

April 20, 2016
msci2

1510-CLS-4/14/2016

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Adapt or Perish

April 19, 2016
Kevin and Lyndsay

Kevin, with his wife Lyndsay, are expecting a baby in June. Content provided by Robyn Murray, Freelance Writer Kevin Zlomke’s day begins at 7 a.m. with a simple routine. Sitting at his desk, coffee in hand, he sifts through pages of data – scrubbing funds, updating numbers, and making sure the previous day’s trades are…

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Introduction to Factor Investing with MSCI (1 of 4)

April 13, 2016
Raman and Joe

1510-CLS-4/14/2016

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Fed Alters Its Rate Hike Forecast

April 7, 2016
Two hands pulling rope with businessman balancing on red percentage sign, on sun sky cityscape background.

Content provided by Josh Jenkins, CFA, CLS Portfolio Manager Last month, the Federal Reserve (Fed) released its monetary policy projection, commonly referred to as the “dot plot.” As expected, the median estimate for the federal funds rate decreased since the last iteration was released following the December 2015 meeting. The current median estimate suggests the…

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