CLS Blog
Six-Putts, Statistics, and Investing
May 3, 2016
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…
Adapt or Perish
April 19, 2016
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…
Fed Alters Its Rate Hike Forecast
April 7, 2016
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…
Make Way for FinTech
March 30, 2016
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…
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…
Keep Risk in Check (And Your Spouse Happy)
March 18, 2016
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)….
Success through Consistent Risk
March 9, 2016
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…