CLS Blog

CLS is a Unique Investment Manager

February 24, 2017

Content provided by Rusty Vanneman, CFA, CMT, CLS Chief Investment Officer At CLS, I like to think that – We are Unique. We are Experts. We are Nice. As for being unique, I was able to get even more evidence supporting that from the latest Brown Brothers 2016 U.S. and European ETF Investor Survey. Before…

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CLS Talks Risk Management With Paladin Consulting (6 of 6)

February 16, 2017

Paladin Consulting Company’s Co-founder, Art Lutschaunig gives CLS’s Senior Market Strategist, Joe Smith, CFA, a two part answer to the importance of partnering with a firm like CLS.

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CLS Talks Risk Management With Paladin Consulting (5 of 6)

February 15, 2017

Paladin Consulting Company’s Co-founder, Art Lutschaunig gives CLS’s Senior Market Strategist, Joe Smith, CFA, a two part answer to the importance of partnering with a firm like CLS.

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CLS Talks Risk Management With Paladin Consulting (4 of 6)

February 14, 2017

Paladin Consulting Company’s Co-founder, Art Lutschaunig speaks with CLS’s Senior Market Strategist, Joe Smith, CFA, about the future of risk management.

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CLS Talks Risk Management With Paladin Consulting (3 of 6)

February 13, 2017

Paladin Consulting Company’s Co-founder, Art Lutschaunig speaks with CLS’s Senior Market Strategist, Joe Smith, CFA, regarding his view on using smart beta ETFs in factor models and other risk managed strategies.

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CLS Talks Risk Management With Paladin Consulting (2 of 6)

February 10, 2017

Paladin Consulting Company’s Co-founder, Art Lutschaunig speaks with CLS’s Senior Market Strategist, Joe Smith, CFA, about how the typical financial professional thinks about risk as a part of day to day activities.  

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CLS Talks Risk Management With Paladin Consulting (1 of 6)

February 9, 2017

Paladin Consulting Company’s Co-founder, Art Lutschaunig speaks with CLS’s Senior Market Strategist, Joe Smith, CFA, about his perspective of the revolution of risk management and risk management related tools and software.

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DOL Fiduciary Rule Update

February 5, 2017

Content provided by Mike Forker, CLS Chief Compliance Officer Friday President Trump will sign an executive order instructing the Department of Labor to review the fiduciary rule and instructed the Department of Labor to consider delaying or amending it. While this is a signal that the Department of Labor will likely seek to delay the rule…

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Trading on Headlines: One Strategy That Did Not Work in 2016

January 27, 2017

Content provided by Case Eichenberger, CIMA, CLS Client Portfolio Manager In 2016, every major index that CLS tracks was positive, as shown in the chart below, and outperformed cash (which is the whole reason to invest in stocks and bonds in the first place). In the CLS Quarterly Market Outlook, we often write about what worked…

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A Terrible Year?

January 26, 2017

Content provided by Kostya Etus, CFA, CLS Portfolio Manager Let’s review some events that took place over the last year: At the end of 2015, the U.S. Federal Reserve (Fed) hiked rates for the first time in nearly 10 years (the last one was in June 2006). 2016 began with one of the worst market…

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