4 Important Portfolio Trends
to Take Action on in 2017
Common practices and lessons learned over the 1,700 models we've analyzed over the past year. What you should be thinking about, avoiding and taking advantage of in 2017.
Easy Choice, Hard Find:
Lower Correlation Managers
Through this analysis, we are finding that, in the quest to add diversification and spread out risk, many advisors have been adding more managers to their portfolios. This is especially commonplace in core allocations, like large-cap equity.
Finding Balance in Your Fixed Income Allocation
Over the past several years, the fear that a rising rate environment would erode capital, coupled with the need to generate higher yields, has led many investors to increase their allocation to strategic fixed income funds.