Managed Accounts For Hedge Strategies – An Investor Friendly Alternative To Fund Of Funds
In the aftermath of the 2008/2009 global capital markets crisis, many investment firms have been exploring the use of Managed…
14 years ago
HighView Blog
Know what correlation measures, and what it doesn’t
The fund again resumed its tight correlation to the index starting in 2004 (until so far this year). The lesson: …
14 years ago
Toward A New Science Of Private Client Psychology
The attached article by Charlotte Beyer (Founder & CEO, Institute for Private Investors), which appeared in the November/December 2009 issue…
14 years ago
But The Client Never Told Me!
In August 2007, my two HighView partners, Greg Rodger and Wayne Gillespie co-authored an article about how the misunderstanding of…
14 years ago
The Outsourced Chief Investment Officer (CIO) As Fiduciary Manager
At HighView Financial Group, we recognize that there are many organizations that have a fiduciary obligation for the oversight of…
14 years ago
Bradley emphasizes the importance of manager selection
At HighView, we're big fans of Tom Bradley. An industry veteran, Tom's current focus is his no load fund company…
14 years ago
Bearish Sentiment
Looks like the bears are beginning to come out of hibernation again. Beginning with the Goldman Sachs fiasco, followed by…
14 years ago
Adding value to ETF portfolios; how money managers use ETFs; and panic over Greece
In a recent blog post, I warned that advisors may face investment, competitive and/or compliance challenges when using ETFs in a…
14 years ago
Overexposed: The Realities Of Single Investment Manager Concentrations
In recent months, we've been introduced to several Financial Advisory Firms (ie: Insurance Advisors, Financial Planners, Accountants, etc.) who refer…
14 years ago
The DC Pension Plan Investment Wilderness
Over the past year, we've spent considerable time educating ourselves about the investment alternatives available to Canadians within Defined Contribution Pension…
14 years ago