CLS is dedicated to providing ongoing research and knowledge within the investment management landscape. Our Investment Management White Paper Library offers a variety of content intended to help advisors better understand CLS’s investment methodology, various asset classes or investment vehicles, and more.
CLS Risk Budgeting Methodology
delve into the details of our Risk Budgeting Methodology and why we think it’s a critical element in crafting investor portfolios
explore the benefits of factor investing and six of the most widely studied factors
Bonds in a Rising-Rate Environment
review past performance of the bond market in both a rate hike cycle environment and rising-yield environment
discover the differences between how CLS and others define our approach to asset allocation
Global & Balanced
learn why CLS believes global, balanced, Risk-Budgeted ETF portoflios help investors succeed over time
identify the reasons investors should continue to invest internationally
Sequence of Returns
analyze various types of risk investors are facing and how different strategies might be used to mitigate risk
explore various performance measures, why CLS uses time-weighted return, and how to manage client’s return perceptions
Why High Quality?
discover empirical evidence and academic studies that emphasize the benefits of quality investments, as well as what defines high quality