CLS Blog

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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Make Way for FinTech

March 30, 2016
Close-up of digital tablet in hands of two men

Content provided by Brian Towner, CLS Separate Account Product Manager I’m the type of person that likes to look back to see where I’ve come from, before looking forward as to what to expect. Try doing a Google search for “FinTech 2006” to see where Financial Technology stood just ten years ago and you won’t…

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Industry Disruption: Adapt, Survive, Grow Your Business

March 24, 2016

Content provided by Case Eichenberger, CIMA, CLS Client Portfolio Manager In the financial industry, we are in a constant state of change. And, the future appears it will not be any different. A colossal shift from old to new technology (mutual funds to exchange traded funds or ETFs) is underway, a new breed of ETFs…

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Keep Risk in Check (And Your Spouse Happy)

March 18, 2016
kostya and wife

Content provided by Kostya Etus, CLS Portfolio Manager My wife and I recently went through our annual risk review (a process I would recommend to everyone). We looked through each of our separate retirement accounts to determine if we are comfortable with the level of risk we’re taking (based on both emotional and financial capacity)….

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Success through Consistent Risk

March 9, 2016
A caliper measuring the word RISK. Concept for risk management.

Content contributed by Grant Engelbart, CFA, CLS Portfolio Manager The foundational principle of investment management at CLS is risk budgeting. Unlike other investment managers, our process considers risk first, and asset allocations second. It’s a disciplined approach that ensures our portfolios meet investors’ expectations and keeps them on track. Risk budgeting is important in two…

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Time is on Your Side

March 4, 2016
Home For Sale Real Estate Sign and Beautiful New House.

Content provided by Case Eichenberger, CLS Client Portfolio Manager I’m looking to buy a house. It’s a big move for me, as a 31-year-old single guy, but I know my financial advisor is right. Interest rates are at historically low levels, and now is a good time to jump into the housing market. I’ve spent…

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