Content provided by Kostya Etus, CLS Associate Portfolio Manager Recently, I had the pleasure of seeing our very own Sean Hollingshead present on Autopilot (CLS’s automated onboarding platform) at an advisor event. He discussed embracing new technologies as the target client is beginning to change. The new target client being millennials, or 30-somethings, people like… Continue reading Tips for Advisors: Ways to Connect with the Next Generation
CLS Blog
A Smart Idea
Content provided by Rusty Vanneman, CFA, CLS Chief Investment Officer Smart beta ETFs, sometimes known as strategic beta ETFs, represent the fastest-growing segment of the booming ETF landscape – and for good reasons. In 2014, smart beta accounted for $170 billion in assets, according to a report for Institutional Investor by Howard Moore. The concept… Continue reading A Smart Idea
Time to Win
Josh Jenkins ran for Team NorthStar at this year’s Market to Market relay. Content provided by Robyn Murray, Freelance Writer “Team NorthStar!” an announcer shouts as Josh Jenkins emerges on a runner’s path, baton in hand. A small, standing crowd in colorful racing gear claps and hollers encouragement. His teammate, waiting on the path ahead,… Continue reading Time to Win
Seeing (The Wrong) Stars
Content provided by Case Eichenberger, CLS Client Portfolio Manager CLS portfolio managers often get questions from clients about Morningstar’s renowned star rating system. But these days, the questions are more commonly about exchange-traded funds (ETFs) than mutual funds. Some of the most common ones are: Why do some ETFs that CLS uses have low Morningstar… Continue reading Seeing (The Wrong) Stars
Back to the Future!
Content provided by Grant Engelbart, CFA, CLS Portfolio Manager October 21, 2015 was a great day. It was the day that Marty McFly and Doc Brown traveled to in Back to the Future Part II! The “prophecy” failed to be completely true – the Cubs still haven’t made it to the World Series despite their… Continue reading Back to the Future!
The Value of Risk Budgeting
Content provided by Joe Smith, CFA, Senior Market Strategist Last month, I had the opportunity to participate at the annual NorthStar Summit in Nashville, Tennessee. The event allowed me to get to know more than 75 of the most successful advisors we partner with at CLS. As I did, I got a sense of what… Continue reading The Value of Risk Budgeting
Pat Keene, The Prairie Rivers Company
ETF Trading During Volatile Markets
Content provided by Josh Jenkins, CFA, CLS Associate Portfolio Manager ETFs got a lot of attention during the spike in market volatility in August. On the morning of Monday August 24, certain ETFs traded substantially below the value of their underlying securities. Many experienced a halt in trading on several occasions before market functionality normalized… Continue reading ETF Trading During Volatile Markets
What You Need to Know About Closed-End Funds
Content provided by Marc Pfeffer, CLS Portfolio Manager At the annual NorthStar Summit in Nashville last month, there was a lot of interest from financial advisors about CLS’s new active income strategies. Some of that conversation focused on closed-end funds (CEFs), which we’ve begun to use within active income strategies. Many advisors may be unfamiliar… Continue reading What You Need to Know About Closed-End Funds
Investment Checklists
Content provided by Rusty Vanneman, CFA, CLS Chief Investment Officer Checklists are red hot, and for good reason. They work. That’s why doctors, airline pilots, architects, and many other professionals use them. The idea is so hot that The Checklist Manifesto by Atul Gawande is one of the most popular business books in recent years.… Continue reading Investment Checklists