Archive for the ‘Investment Performance and Reporting’ Category

Safeguarding Accumulated Wealth

By Mark Barnicutt on August 14th, 2021

OVERVIEW For affluent family investors who have accumulated large sums of hard-earned capital or investment fiduciaries who are responsible for the stewardship of capital for the benefits of others, such as foundations, I believe that investing...

Protecting Capital in Down Markets

By Greg Rodger on July 30th, 2021

When stock markets around the world plunged in early 2020 as the COVID-19 pandemic began to spread; investors were understandably shaken.  With businesses shuttered, economies grinding to a near halt, and unemployment skyrocketing it was difficult...

Risk Management Controls for Affluent Family Portfolios

By Mark Barnicutt on July 23rd, 2021

OVERVIEW: When constructing portfolios for investors, I believe that there needs to be a thorough process of quantifying their investment goals, understanding their journey in life, and assessing their tolerances to various types of risk. Given...

HighView’s Measurement of Investment Performance for Transparency and Consistency

By Greg Rodger on March 12th, 2021

It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying investments have actually generated positive returns....

Investment Policy Statements For Families: The Breakdown

By Mark Barnicutt on December 11th, 2020

A prospective client recently met with me as he wanted to change his Investment Advisor. When I asked about the reason(s) why, he simply stated “performance“.  When I then asked if his Investment Advisor had not measured-up against his...

How to Preserve Capital

By Mark Barnicutt on December 3rd, 2020

OVERVIEW For affluent family investors who have accumulated hard-earned capital or investment fiduciaries who are responsible for the stewardship of capital for the benefits of others, such as foundations, I believe that investing should be...

Clarifying the Book Value mystery

By Dan Hallett on May 25th, 2020

The biblical figure Methuselah and the “Book Value” or “Book Cost” shown on investment statements have something in common. Maybe all of this distancing is getting to me; but stay with me. Methuselah was said to have lived to the age of 969...

Portfolio Risk Controls For Affluent Families How Is My Portfolio Monitored After It’s Setup?

By Mark Barnicutt on March 6th, 2020

OVERVIEW: When constructing portfolios for investors, I believe that there needs to be a thorough process of quantifying their investment goals, understanding their journey in life, and assessing their tolerances to various types of risk. The output...

Is the old 60/40 portfolio dead?

By Dan Hallett on February 25th, 2020

There have been many large proclamations in the investing world over the years. Perhaps the most famous – or infamous – is Business Week’s August 13, 1979 magazine cover declaring “The Death of Equities”. Others emerged during the late...

3 Types of Portfolio Reviews and Why They Matter

By Adam Laird on February 25th, 2019

Building and maintaining wealth is a journey. You start by taking the time to understand your needs and goals, and develop a plan and a portfolio that will help you realize them. But how do you make sure you stay on track? Ongoing reviews are key to...

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