38: Open Architecture as a Disruptive Business Model This paper examines the impact that open architecture has had on the financial services industry. Download the white paper here… Read more
37: Investing in Oil & Gas Energy is a topic that is on the minds of many investors these days. The enclosed white paper, “Investing in… Read more
36: Hedge Funds get “Swensened” Many investors are steering clear of hedge funds because of recent, widely-reported scandals, lower-than expected returns, and the drubbing hedge… Read more
35: Investment Performance Reporting: Just the Facts Ma’am Because a portfolio’s performance is often imperfectly understood, the challenge of proper monitoring can be difficult. In this white paper,… Read more
34: Portable Alpha Strategies This paper explains what portable alpha strategies are and why they are important, but also identifies a series of important… Read more
33: Much Ado About Bonds Many investors have expressed alarm over the impact that rising rates may have on their existing bond portfolios. In the… Read more
