Thoughtful stories —
Modern thinking to guide your way.
Portfolios With a Purpose
Portfolios With a Purpose
Oct 30 - 20257 min readCorrelation Coma
Balanced portfolios aren't only surviving; they're thriving. But when everything's going well at once, what can advisors do to continue adding value to their portfolios?...
Portfolios With a Purpose
Sep 17 - 20256 min readThe Comfort Trap
After more than a decade of dominance, U.S. equities have saturated many portfolios. But with international equities seeing increased performance, is a change in leadership on the horizon?...
Portfolios With a Purpose
Aug 28 - 20256 min readClosing the Gap
The real job of a portfolio manager is twofold: to manage the portfolio and manage the narrative. So how can you tell the right story so client perceptions line up with portfolio realities?...
Portfolios With a Purpose
Jul 30 - 20255 min readThe Mirror Test
Portfolio managers spend more time looking through the windshield than the rearview mirror. But reflecting on past trades can help you unlock major improvements and bring a new level of clarity to your process....
Portfolios With a Purpose
Jun 26 - 20255 min readThe Almighty Portfolio
It's easy to obsess over the trades you didn't make or the opportunities you missed. But even with hindsight, building the perfect portfolio would have been harder than you may think....
Portfolios With a Purpose
May 29 - 20255 min readGlobal in Name Only
For many investors, “global equity” means a diversified portfolio with exposure across regions. But these days, it means one thing: The United States. And investors may be holding more of it than they think....
Portfolios With a Purpose
Apr 30 - 20256 min readThe Blueprint
By establishing consistent baselines from the outset, you shift the conversation away from chasing returns and toward understanding how the portfolio is structured and why....
Portfolios With a Purpose
Mar 27 - 20256 min readPrice Check, Please!
With CRM3 coming down the pipe, some advisors and portfolio managers might be feeling pressure about fees. But those who can clearly show the value the products add may stand to gain....
Portfolios With a Purpose
Feb 27 - 20257 min readPrompt Paradox: Round Two
LLMs can synthesize a summary of several economic forecasts in seconds. For a lot of things, this kind of efficiency is a game-changer; it certainly helps us work faster. But it does make you wonder: does unlimited access to information actually make us more intelligent?...
Portfolios With a Purpose
Jan 30 - 20255 min read