News Mentions & Press Releases
— CLS is part of a group of 10 strategists included on the newly-launched Network
— CLS’s strategy utilizes risk budgeting, relative strength, and asset class risk analysis to build and diversify portfolios seeking to help investors meet their specific goals
— The ERS Fund Strategist Network provides advisors with additional investment management tools to serve their plan sponsor and participant clients..
OMAHA, NE–(Marketwired – August 24, 2015) –
CLS is part of a group of 10 strategists included on the newly-launched Network
CLS’s strategy utilizes risk budgeting, relative strength, and asset class risk analysis to build and diversify portfolios seeking to help investors meet their specific goals
The ERS Fund Strategist Network provides advisors with additional investment management tools to serve their plan sponsor and participant clients.
Battered, bruised and coveted: Energy ETFs have been gutted in the past year amid falling oil prices, but investors keep piling in. The three largest exchange traded funds holding broad-based energy stocks absorbed roughly $3 billion in new money combined in the first seven months of this year.
CLS Investments, an ETF strategist firm in Nebraska, has been cautiously adding to its energy stakes.
“While we believe current prices are attractive, we are inclined to maintain our current overweight, without being heavy buyers,” said senior portfolio manager J.J. Schenkelberg…
India’s attractiveness as an investment, especially relative to other choices, has grown to the point that it is worthy of a targeted allocation.
India’s stock market is entering a virtuous cycle where policy reforms will lower inflation and make the country friendlier to business. The recent sharp decline in commodity prices has acted as a catalyst by lowering inflationary pressure. The reforms and lower commodity prices will push inflation lower, allowing interest rates to drop—making more projects economically viable…
Neither an oil plunge nor an economic slowdown in the world’s largest oil importer is rattling some ETF investors. Energy Select Sector SPDR (ARCA:XLE), the $10.74 billion exchange traded fund bogey, absorbed nearly $31 million in new investor money last week. Many investors, seeing a long-term buying opportunity in its rock-bottom share prices, defied last week’s violent China sell-off and oil’s slump to multiyear lows.
At CLS Investments in Omaha, Neb., portfolio managers have added to energy positions slowly even as the sector has underperformed. The ETF strategist firm works with more than 2,500 financial advisors and 1,300 qualified plan sponsors to manage more than 35,000 client portfolios…
CLS Investments, LLC (“CLS”), a third party money manager and a leading manager of exchange-traded funds (“ETFs”), today announces its inclusion in the newly-launched ERS Fund Strategist Network (“Network”). ERS is a majority-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Plan advisors utilizing the Network will have access to CLS’s “Core Plus ETF” Strategy, which is developed on the back of the firm’s proprietary risk budgeting methodology.
The Network provides enterprises and advisors with additional investment management tools to serve their plan sponsors and participant clients. ERS provides monitoring and fiduciary oversight of a roster of investment strategists who manage assets in the defined contribution marketplace and utilize risk-based or target date portfolios of mutual funds and/or ETFs. Firms include institutional-grade strategists, as well as strategic and dynamic investment managers.
“We’re honored to have been selected by Envestnet as part of this elite group,” said Todd Clarke, CEO, CLS. “Envestnet is doing important work in the retirement plan arena and we’re proud that our approach was recognized as a key part of their network.”…
China stocks in general have resumed the plunge that began in mid-June, largely knifing through attempts by Beijing authorities to place a trampoline below them.
Investors and strategists for mutual funds and others see no near-term end to the woes.
But you can find China stocks that have held up despite the decline by A-class shares, which trade on mainland exchanges such as Shenzhen’s or Shanghai’s. All it takes is to look offshore, investors and strategists say.
Try stocks listed in Hong Kong and New York. Some investors suggest looking further afield conceptually, such as non-Chinese Asian or Pacific stocks that have exposure to China but also derive revenue from other areas.
Read More At Investor’s Business Daily: http://news.investors.com/investing-mutual-funds/080515-765257-not-safe-to-return-to-china-stocks.htm#ixzz3iWR1qJOr
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AutoPilot, an automated asset management platform from CLS Investments and Riskalyze, officially went live Thursday.
Like other tech tools for advisors, AutoPilot aims to help advisors reach next-generation clients, streamline the account opening process and make it more cost-efficient to service smaller accounts. Advisors using AutoPilot can plug the platform directly into their websites to let clients access Riskalyze’s risk tolerance programs, sync assets across accounts, open a new account and e-sign documents—all while operating under an advisor’s individual brand.
After a client opens an account, advisors get to decide how hands-on they would like to be. The AutoPilot team can be employed to handle the trading, rebalancing and client service calls for account management. Autopilot has no upfront fee and plans start at 25 basis points…..
Exchange traded funds allow investors to capture broad markets. However, investors should be mindful of what ETFs they pile into as layering the investments may inadvertently overweight a portfolio to a market segment.
“When you purchase an ETF, you might end up with more or less than you bargained for due to the variety of factors that comprise the fund,” writes Scott Kubie, chief strategy officer at CLS Investments, forInvestmentNews. “Your portfolio can become overexposed in a manner you didn’t intend because the type of ETFs you purchased brought additional exposures along with them.”
CLS Investments points out that investment portfolios are beginning to tilt toward larger allocations in consumer staples and health care stocks. While these defensive sectors have performed in recent years, there is no guarantee the outperformance will last.
Exchange-traded funds have long been touted as a simple, liquid, transparent and tax-efficient solution to gain access to a particular asset class, geography or sector. While this can be true, the myriad of options now available in the market makes choosing the right ETFs a challenge, particularly for complex portfolios.
These layers of complexity aren’t necessarily immediately obvious, just as when searching for a home. When people describe their perfect house, they use multiple criteria. The size, floor plan, yard, number of floors, neighborhood and cost are all good places to start. On paper, it’s easy to try and create a simple list of wants and some buyers treat these criteria as wholly separate. They aren’t. For instance, it is much cheaper to get loads of square footage by having multiple floors than it is to build one really big ranch. The devil is in the details and, if you aren’t careful, you can end up with tons of square feet in a crowded house when what you really wanted was a broad, quiet expanse of land. The same is true with ETFs — you need to understand the goals within a portfolio to avoid risk of overexposure in an area you hadn’t intended.