The Five Tool Allocator
Five tool players in baseball are rare. How common are they among asset allocators?
22 Sep 2021
The pain felt across financial markets during Q1 left many investors asking themselves the same question: To rebalance, or not to rebalance? By the end of March, the market gave…
20 Apr 2020
Canvas Q&A w/ Patrick O’Shaughnessy
At last week’s inaugural Wealth/Stack conference in Scottsdale, AZ, O’Shaughnessy Asset Management (“OSAM”) CEO Patrick O’Shaughnessy gave a keynote where he publicly unveiled something that his firm has been busy…
19 Sep 2019
Are Active Funds Lower Risk Than Passive Funds?
Over the last decade, the rocketship known as index investing has crippled the ability of traditional active fund managers to gather assets. The emergence of systematic, factor-based mutual funds and ETFs –…
13 Sep 2016
The Rio Olympics are in full force and the performances we have witnessed thus far from Michael Phelps, Katie Ledecky and others have been awe-inspiring. The Olympics Games are a…
11 Aug 2016
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