Content provided by Sierra Morris, CLS Junior Investment Research Analyst 2013 was the year of the domestic bull, with all other asset classes falling short and leading investors to wonder why they should bother allocating money to underperforming asset classes such as bonds, international stocks, and emerging markets. While it is true that an entirely… Continue reading 2014: The Year of the Diversified Portfolio
Category: Investment Methodology
Innovative Proposals for Active ETFs
Content Provided by Rui Wang, CFA, CLS Investment Research Analyst As the ETF industry keeps booming, more and more traditional asset managers are lured into this business. Unlike index-based ETFs, these asset managers are intended to offer their active management specialty to clients by launching active ETFs. One of the biggest obstacles for asset managers… Continue reading Innovative Proposals for Active ETFs
Q & A with CLS Portfolio Managers
How worried should investors be about the tension in Ukraine and Russia? Scott Kubie, CFA, CLS Chief Strategist The overthrow of the pro-Russian government in Ukraine and the subsequent intervention by Russia in select parts of Ukraine has been unsettling. I believe the events should worry investors a little, but not too much for the… Continue reading Q & A with CLS Portfolio Managers
Value Investing 101 from Graham to Buffett
Content provided by Kostya Etus, CLS Investment Research Analyst I read a couple articles recently from The Wall Street Journal and CNBC about the basics of value investing. They described stories and research from some of the greatest value investors in history including Benjamin Graham, as well as Graham’s most prized pupil, Warren Buffett. I… Continue reading Value Investing 101 from Graham to Buffett
What makes us an ETF Specialist?
Content provided by Paula Wieck, CLS Portfolio Manager CLS is an investment firm that specializes in ETFs. So, why do we consider ourselves specialists? Did you know that we analyze over 200 data points on over 1,200 ETFs on a daily basis? That’s about a quarter of a million statistics which aid us in the investment… Continue reading What makes us an ETF Specialist?
Q & A with CLS Portfolio Managers
For advisors who manage their own money, what value does CLS add? Steve Donahoe, CFA, CLS Senior Portfolio Manager A question I would ask in reply is where does that advisor’s economic outlook come from in order to set their allocations? At CLS we have an investment team of 14 Portfolio Manager’s and research staff… Continue reading Q & A with CLS Portfolio Managers
New Active Methodology
Q: What is CLS’s active methodology? Pure, focused, global portfolios dedicated to a particular asset class segment, risk, or theme. These portfolios are concentrated; they will take active tilts relative to their benchmarks, and likely have higher turnover than our conventional Risk-Budgeted portfolios over time. Q: What are the differences between the active strategies and… Continue reading New Active Methodology
New Strategic Methodology Q&A
Q: What is CLS’s strategic methodology? In short, we emphasize high quality stocks and bonds. High quality stocks are those companies that tend to have higher profitability, stronger balance sheets, and higher dividend growth. High quality bonds meanwhile, are essentially Treasury bonds, including Treasury Inflation-Protected Securities (TIPS). Once the portfolio is established, we will not… Continue reading New Strategic Methodology Q&A
New Strategies: Q&A
Q: CLS has developed 10 new strategies, what was the driving force behind the expansion? When you walk into our building, the first thing you see on the wall is the saying “We empower investment advisors.” In short, these new strategies will help us reach out and empower more advisors to help more investors. One… Continue reading New Strategies: Q&A
A Fleeting Glimpse at Risk
Content provided by Matt Santini, CLS Portfolio Manager The Waters and Gilmour masterpiece has a very well-known lyric about a fleeting glimpse. What many people don’t know is that song, Comfortably Numb, had the working title during production of “The Doctor.” Sometimes you need a doctor to distinguish for you the difference between a cold… Continue reading A Fleeting Glimpse at Risk