Investment Management White Paper Library

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

The Investment Case for Real Assets

uncover why real assets are taking on a more crucial role within strategic strategies

Bonds in a Rising-Rate Environment

review past performance of the bond market in both a rate hike cycle environment and rising-yield environment

Global & Balanced

learn why CLS believes global, balanced, Risk-Budgeted ETF portfolios help investors succeed over time

Asset Allocation

discover the differences between how CLS and others define our approach to asset allocation

Sequence of Returns

analyze various types of risk investors are facing and how different strategies might be used to mitigate risk

Why International?

identify the reasons investors should continue to invest internationally

Time-Weighted Return

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

Factor Investing

explore the benefits of factor investing and six of the most widely studied factors