Archive for the ‘Portfolio Management’ Category

Most people agree that bad habits are hard to break.  The unfortunate reality, though, is that the global investment management industry has developed a really bad habit over the past several decades: Convincing investor clients that their goal...

Liability driven investing (LDI) differs from a traditional policy portfolio approach in that an actual liability stream of an organization serves as the benchmark instead of a simple return target or a proxy based on market indices. Under an LDI...

In meetings with prospective clients, I frequently get the question: “Where’s the best place to invest?” Given that the investment management industry is so “product” and “return” focused, I think investors...

Investment Executive today reported that the North American Securities Administrators Association recently unveiled its U.S. legislative agenda, which was highlighed by a call to impose a fiduciary duty on everyone providing investment advice. The...

Greg Rodger and Dan Hallett of HighView Financial Group recently wrote an article on the use of bonds in institutional client portfolios, which is featured in a recent article of Benefits Canada. To view this article, please click...

HighView Financial Group, as a firm, has always held the view that the greatest value provided by quality Investment Advisors to their clients is the stewardship of their wealth.  In other words, the accumulation of wealth requires patience,...

Overview: The past few years in the asset management business have been very interesting.  Compared to much of the 1990s and first 1/2 decade of the 21st century, investors of all types are now very sensitive to the various global economic risks...

In the November 2010 issue of Investment Executive I reviewed a few different academic papers that attempted to answer the question gracing the title of this blog post.  Unfortunately, space constraints precluded me from detailing the titles of the...

With the capital markets volatility of the past few years, and the increased risk aversion of investors, we’re frequently asked how HighView Financial Group rebalances client portfolios.  The purpose of this article is to highlight our...

At HighView Financial Group, we are very open in stating that we are a fiduciary of the client assets that we manage.  As the concept of “fiduciary” is being discussed more in the media, we believed it was important to address this...