Rebalancing investments

NAAIM Founder's Award White Paper Winner Offers a Passive/Active Blending Approach that Responds to Risk/Reward Opportunities in the Stock Market

Retrieved on: 
Tuesday, August 3, 2021
Investment, Economy, Rebalancing investments, Financial risk, Passive management

There are times when passive will outperform and times when the market's risk level merits an active approach.

Key Points: 
  • There are times when passive will outperform and times when the market's risk level merits an active approach.
  • My focus was to provide an easy-to-understand, easy-to-implement framework for blending passive and active with improved risk-adjusted returns."
  • In the model developed for the white paper, there is no rebalancing between the passive and active portfolios.
  • "The average investor wants to be up when the market is up but avoid losing money when the market falls.

O'Neil Global Advisors Launches Index Tracked by a WisdomTree ETF for Growth Investing

Retrieved on: 
Wednesday, July 7, 2021
Finance, Money, Investment, Economy, Mathematical finance, WisdomTree Investments, Rebalancing investments, Volatility

This allows investors to capture the upside of a growth portfolio while limiting the risk and volatility normally associated with this investing style.

Key Points: 
  • This allows investors to capture the upside of a growth portfolio while limiting the risk and volatility normally associated with this investing style.
  • Because of the volatile nature of the growth universe, the index also employs a monthly rebalancing with equal weight to avoid idiosyncratic risk.
  • The O'Neil Growth Index is tracked by the recently launched WisdomTree U.S. Growth & Momentum Fund (WGRO).
  • "We are excited that we launched one of our first growth index products with the true experts in growth investing," says Jeremy Schwartz, Global Head of Research at WisdomTree.

AdvisorPeak Brings Trading & Rebalancing to INVENT's Cloud Native Wealth Management Platform

Retrieved on: 
Thursday, May 20, 2021
Cloud infrastructure, Investment, Rebalancing investments, Cloud computing

b'LAYTON, Utah, May 20, 2021 /PRNewswire/ -- AdvisorPeak today announced a strategic partnership with Invent.us (INVENT), becoming the first trading and rebalancing platform to be offered on INVENT\'s leading cloud technology platform.

Key Points: 
  • b'LAYTON, Utah, May 20, 2021 /PRNewswire/ -- AdvisorPeak today announced a strategic partnership with Invent.us (INVENT), becoming the first trading and rebalancing platform to be offered on INVENT\'s leading cloud technology platform.
  • AdvisorPeak joins INVENT\'s ecosystem of prebuilt integrations and APIs that are cloud agnostic and work seamlessly with the unique needs of wealth management institutions.
  • "\nTwo years following the launch of AdvisorPeak, the company has cemented its status as a best-in-class trading and rebalancing solution, with advisors and industry pundits alike taking notice.
  • "We\'re excited to bring our technology to INVENT\'s platform and help advisors activate our powerful trading and rebalancing solutions quickly and efficiently.

AdvisorPeak Unveils First Digital Asset Trading Solution for Independent Advisors

Retrieved on: 
Wednesday, April 14, 2021
Investment, Rebalancing investments, Portfolio

b'SALT LAKE CITY, April 14, 2021 /PRNewswire/ -- AdvisorPeak today became the first wealthtech solution for independent advisors to deliver trade management solutions for digital assets.

Key Points: 
  • b'SALT LAKE CITY, April 14, 2021 /PRNewswire/ -- AdvisorPeak today became the first wealthtech solution for independent advisors to deliver trade management solutions for digital assets.
  • Unfortunately for many advisors, their legacy systems are inadequate at handling the nuances of digital currencies - especially fractional shares," said Damon Deru, chief executive officer at AdvisorPeak.
  • "We\'re excited to collaborate with AdvisorPeak and integrate with their enterprise-class portfolio management tools to open up digital asset trading to the wealth management industry.
  • Designed to meet the real-world needs that advisors and institutions face, AdvisorPeak is the product of years of in-depth research and development of tax-smart portfolio trading and rebalancing.

KBRA Assigns Preliminary Ratings to BXMT 2021-FL4

Retrieved on: 
Monday, April 5, 2021
Banking, Professional services, Finance, Investment, Rebalancing investments

Kroll Bond Rating Agency (KBRA) is pleased to announce the assignment of preliminary ratings to 10 classes of BXMT 2021-FL4, a $950.0 million CRE CLO.

Key Points: 
  • Kroll Bond Rating Agency (KBRA) is pleased to announce the assignment of preliminary ratings to 10 classes of BXMT 2021-FL4, a $950.0 million CRE CLO.
  • The transaction includes a 180-day ramp-up period as well as the ability to acquire and sell (rebalancing provision) loan participations related to the transaction collateral.
  • Additionally, the transaction includes a feature that provides the sponsor with the ability to effectuate significant modifications to performing loans.
  • To access ratings and relevant documents, click here .

Capitect Integrates With Coinbase for Cryptocurrency Performance Reporting, Billing, and Rebalancing

Retrieved on: 
Thursday, April 1, 2021
Finance, Money, Investment, Economy, Rebalancing investments, Coinbase

Historical and ongoing client data is automatically reconciled during import to calculate daily performance history, similar to the way Capitect manages custodian, held-away and manually entered asset information.

Key Points: 
  • Historical and ongoing client data is automatically reconciled during import to calculate daily performance history, similar to the way Capitect manages custodian, held-away and manually entered asset information.
  • Additionally, Coinbase accounts can be aggregated with other client accounts for performance and asset allocation reporting, and for billing and rebalancing.
  • To learn more about Capitect's integration with Coinbase, visit us at http://www.capitect.com
    Founded by a successful advisor, the Capitect platform provides a technology solution to streamline the performance reporting, client billing, and portfolio rebalancing processes through advanced engineering and innovative design.
  • Capitect's complete rebalancing solution includes portfolio construction tools that allow for "infinite drill down" and customization and ongoing rebalancing technology and services.

Intelligent Asset Management: Our case for active tactical rotation

Retrieved on: 
Thursday, March 18, 2021
Finance, Money, Economy, Investment, Rebalancing investments, Active management, Asset allocation, Portfolio, Stock market index

Conventional asset management favors buy and hold portfolios that range in strategy from fully static weighting, to using optimizers to build portfolios based on risk adjusted returns or other criteria.

Key Points: 
  • Conventional asset management favors buy and hold portfolios that range in strategy from fully static weighting, to using optimizers to build portfolios based on risk adjusted returns or other criteria.
  • We wish to answer the question of whether trading actively pays off for the investor relative to passive strategies.
  • While static allocation may perform well in many cases, the case for active management particularly in cross asset allocations remains very strong.
  • Daily Reversion rebalancing - Favor the assets that have returned the least since yesterday at the end of each trading day.

BUZZ ANNOUNCES RESULTS FOR THE MARCH 2021 INDEX REBALANCE

Retrieved on: 
Thursday, March 18, 2021
Viral marketing, Consumer behaviour, Marketing buzz, Investment, Economy, Rebalancing investments, Buzz Lightyear, Applications of artificial intelligence, Fictional characters, Articles

BUZZ CEO, Jamie Wise explains, Monthly rebalancing allows us to keep a pulse on the market to ensure we are always holding the stocks that represent the most positive sentiment of the community He adds: This dynamic approach has enabled BUZZ to outperform the S&P 500 Index since the BUZZ Index launched in 2015.

Key Points: 
  • BUZZ CEO, Jamie Wise explains, Monthly rebalancing allows us to keep a pulse on the market to ensure we are always holding the stocks that represent the most positive sentiment of the community He adds: This dynamic approach has enabled BUZZ to outperform the S&P 500 Index since the BUZZ Index launched in 2015.
  • We believe trading large cap equities based on sentiment is a game changer.
  • BUZZ creates and maintains quantitative portfolio strategies based on proprietary analytics models.
  • BUZZ utilizes models which incorporate state of the art Natural Language Processing algorithms and Artificial Intelligence applications to derive actionable investment insights from alternative datasets including online social content.

Kendall Capital Promotes High-Performing Team Members Amid Continued Growth

Retrieved on: 
Tuesday, March 9, 2021
Investment, Rebalancing investments, Kendall

The advancements come amid Kendall Capital's impressive and steady growth over the past year.

Key Points: 
  • The advancements come amid Kendall Capital's impressive and steady growth over the past year.
  • "These strategic appointments play a key role in supporting our rapidly expanding client needs," said Kendall Capital President & CEO Clark Kendall, CFA, AEP, CFP.
  • Brian joined the team in February 2018, spearheading changes to the firm's internal portfolio management selection, monitoring and rebalancing functions.
  • Zemin started with Kendall Capital in August 2016 as a student intern helping with the daily internal cash balance operations.

SAM (Smartleaf Asset Management) announces automated sub-advisory rebalancing service for customized, tax-optimized accounts with Private Advisors Group (PAG) as launch client

Retrieved on: 
Thursday, February 4, 2021
Investment, Economy, Trade, Unified managed account, Rebalancing investments, Sam's Club, Al Calavicci, Retailers

SAM clients can use their firm's proprietary asset allocation and security models, or take advantage of SAM's open-architecture, third-party models

Key Points: 
  • SAM clients can use their firm's proprietary asset allocation and security models, or take advantage of SAM's open-architecture, third-party models
    SAM's launch client is the Private Advisor Group (PAG), one of the fastest growing national RIA's in the industry.
  • James Sullivan, Head of Technology Solutions at PAG, noted, "We are delighted to be partnering with SAM.
  • They can also outsource smaller accounts to SAM that otherwise may not be getting the attention they deserve.
  • SAM is an SEC-Registered Investment Advisor that operates Smartleaf Inc. software to automate unified managed account rebalancing and trade execution services.