Mutual Fund Board Considerations for Insurance in 2021
April 27, 2021
With 2021 well underway, fund boards will inevitably meet to consider insurance renewals at some point in the near future. Here are a few items for fund boards to consider and ask about heading into these upcoming renewals: What’s the market look like? Since market volatility tends to be a factor in the frequency […]
The Expansion of ‘Model Portfolios’: Gaining Ground & Providing Efficiencies
April 13, 2021
Modern portfolio theory was introduced in the early ’50s and until the financial crisis in 2008 it was widely regarded as the optimal way to manage risk in a client portfolio. Even prior to that the concept of ‘balanced investing’, leveraging a blend of stocks and bonds to allocate an investment account dates back […]