Archive for the ‘Investment Performance and Reporting’ Category

Measurement of Investment Performance for Transparency and Consistency

By Greg Rodger on October 25th, 2023

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....

Goals-based Investing: A Client-First Approach

By Loren Francis on September 13th, 2023

We are wealth architects whose sole purpose is to provide our clients with peace of mind by making their wealth sustainable. Goals-based investing is at the core of our investment philosophy, but historically this has not been the case for the...

Sustainable Wealth and the Importance of Portfolio Monitoring

By Adam Laird on August 9th, 2023

Regardless of how you acquired your wealth, there’s one thing all investors have in common—a desire to make sure their wealth will be sustainable and able to meet their needs over time. But what if your needs change? What if the initial...

HighView’s Measuring of Investment Performance for Transparency and Regularity

By Greg Rodger on May 10th, 2023

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....

A Deeper Dive: Investment Policy Statements for Families

By Greg Rodger on January 4th, 2023

A prospective client 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...

Part 3: Portfolio Monitoring How Should You Measure The Success Of The Portfolio And Why Is It Important?

By Joe Modica on October 21st, 2022

This blog will be considered Part 3 of a 3-Part series pertaining to Portfolio Monitoring. Please view the Part 1 blog and Part 2 blog. How Should You Measure The Success Of The Portfolio And Why Is It Important? Throughout this series we’ve...

When It’s Time to Leave Your Money Manager

By Dan Hallett on October 14th, 2022

Over the past two decades, investors have had seemingly little patience for an underperforming investment or money manager. Investors tend to dump the laggard for “something that’s doing better”. But an understanding of market...

Investment Policy: The Blueprint Of Your Portfolio

By Greg Rodger on August 25th, 2022

An Investment Policy Statement (IPS) is the key document in a relationship between an investor and an investment adviser.  The reason for this is that the IPS, constructed properly, is the link between a client’s investment objectives and how an...

Part 2: Portfolio Monitoring

By Dan Hallett on August 16th, 2022

This blog will be considered Part 2 of a 3-Part series pertaining to Portfolio Monitoring. Please view the Part 1 blog. Effective Performance Analysis Requires Qualitative Insights The phrase stamped on every investment fund prospectus is something...

Five Ways to Tell if You Deal with a Client-Centric Wealth Management Firm

By Dan Hallett on July 6th, 2022

Nearly every financial and wealth advisor speaks of the importance of putting clients’ interest above all else. The words roll off the tongue. It is much harder, however, to back up those words with consistent, meaningful actions. In a blog from...

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