Archive for the ‘Outsourced Chief Investment Officer’ Category

The DOs and DON’Ts of Portfolio Rebalancing

By Dan Hallett on July 31st, 2019

My HighView partners and I spent quite a bit of time discussing and studying the issue of portfolio rebalancing a decade ago – prior to formally launching the firm and taking on our first client. While it’s not the sexiest of investment topics,....

Starting with the Right Portfolio Design Matters

By Adam Laird on May 1st, 2019

In many ways, creating an investment portfolio is like building a custom home. At the outset you have a variety of options in front of you with sizes, amenities, and styles. The role of the architect is to design something that will be the right for....

Designing Investment Policy for ESG and Impact Investing

By Loren Francis on October 24th, 2017

 “We believe that considering material ESG factors as part of our investment decision-making process, with respect to both direct and indirect investments, along with other material investment factors is consistent with our fiduciary duty”.....

Why Hire a Professional Chief Investment Officer when You Can Just “Do It Yourself”?

By Adam Laird on January 28th, 2016

Dear “do-it-yourselfers”: We all have our own definition of “expensive.” In my role as a Stewardship Counsellor, I have the opportunity to learn what expensive means to investors – and their definition is usually as unique as the....

7 Warning Signs It’s Time to Change Your Investment Advisor

By Mark Barnicutt on December 7th, 2015

Like any profession, there are competent advisors and not-so-competent advisors in the wealth management industry. Our experience is that there are always warning signs for clients that it’s time to change investment advisors. Here are seven....

Pros and Cons of Robo-Advisors: Are They Here to Stay?

By Dan Hallett on June 29th, 2015

Much has been written about newer investment advisory firms that dispense advice through user-friendly websites, called Robo-Advisors. This new breed of advisory firms offers many potential benefits but also faces many headwinds. Potential Benefits....

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