by Richard Lehman | May 8, 2019 | UpClose
Is there too much emphasis on past performance for asset manager selection and retention? What other factors should a financial advisor focus on? A recent book, “The Trust Mandate,” takes a deep dive into how institutions select investment managers and...
by Katie Kuehner-Hebert | Mar 20, 2019 | UpClose
Clients who have become suddenly wealthy—whether through an inheritance, a windfall profit from a real estate deal or IPO, proceeds from selling a business, a lucrative new contract, or even the lottery—present a unique mind-set and specific...
by Greg Gann | Mar 13, 2019 | UpClose
An advisor’s perspective. The word “active” certainly has a much more positive connotation than its counterpart, “passive.” But when it comes to investment management, we in the financial-services arena use this terminology thinking that our...
by Richard Lehman | Feb 13, 2019 | UpClose
Hint: It’s not the outcome. An active focus on implementing an investment strategy tends to keep managers from focusing on the potential drag on performance inherent to their investment decision process. Overcoming that drag could amount to gaining...
by Jerry Wagner | Jan 16, 2019 | UpClose
Nobody knows for sure what market environment will occur next. Isn’t it preferable to have a dynamic, risk-managed investment portfolio that can adapt proactively with rules-based, disciplined decision-making, rather than the “buy-and-hope” portfolios...
