Risk parity | Jotup

Alex Shahidi, Managing Partner and Co-CIO of Evoke Advisors, to Speak at 37th Private Wealth Management Summit

Retrieved on:

Tuesday, August 23, 2022

LOS ANGELES, Aug. 23, 2022 /PRNewswire/ -- Evoke Advisors, an independent wealth advisory and investment management firm with $22.3 billion in assets under management (AUM) as of June 30, 2022, today announced that Alex Shahidi JD, CFA®, CFP®, ChFC®, CIMA®, Managing Partner and Co-CIO of Evoke Advisors, will be a featured speaker at the 37th Private Wealth Management Summit to be held at the Beverly Wilshire, Four Seasons Hotel in Beverly Hills, California, from Sept. 28 to 30, 2022.

Key Points:

Evoke Advisors specializes in serving institutional, ultra-high net worth clients (UHNW), many of them highly successful investment professionals.
The firm, which seamlessly combines institutional and UHNW capabilities, emphasizes the exceptional intellectual capital that exists throughout its team.
The Private Wealth Management Summit is an invitation-only event that brings together leading CIOs, Presidents, CEOs, Founders, Partners and Managing Directors from single-family offices, multifamily offices and wealth management firms for two days of intense learning, networking and sharing of best practices.
Key topics include portfolio risk, wealth preservation, the future of real estate investing and private assets and credit.

Wilshire Trust Universe Comparison Service® Reports Best All Plan One Year Ending June in 35 Years

Retrieved on:

Tuesday, August 3, 2021

Consulting, Professional services, Finance, Finance, Money, Economy, Central Los Angeles, Investment, Financial markets, Mathematical finance, Downtown Los Angeles, Risk parity, Turku Centre for Computer Science, Rate of return, Volatility

Institutional assets tracked by Wilshire Trust Universe Comparison Service (Wilshire TUCS) posted an all plan median return of 5.50 and 25.43 percent for the second quarter and the year ending June 30, 2021, respectively.

Key Points:

Institutional assets tracked by Wilshire Trust Universe Comparison Service (Wilshire TUCS) posted an all plan median return of 5.50 and 25.43 percent for the second quarter and the year ending June 30, 2021, respectively.
Second quarter market was the best one-year return ending June for Wilshire TUCS plans since the one-year ending June in 1986.
Median returns for all plan groups underperformed the multi-asset Wilshire Risk Parity 12% Target Volatility Index, which gained 9.31 percent.
Small plan median returns underperformed large returns across all plan types due to greater fixed income exposure.

At Harbourfront, Open Architecture Breeds Best in Class Product Solutions

Retrieved on:

Wednesday, February 3, 2021

Finance, Money, Financial markets, Economy, Investment, Market liquidity, Financial risk modeling, Structured finance, Risk parity, Alternative investment

The relationship is managed by third-party portfolio managers who conduct thorough due diligence, comprehensive R&D and who have identified product solutions that complement strong, already available, industry-wide portfolio options.

Key Points:

The relationship is managed by third-party portfolio managers who conduct thorough due diligence, comprehensive R&D and who have identified product solutions that complement strong, already available, industry-wide portfolio options.
Innovative product line-up that brings world class pension-style investing to retail clients which was not previously available.
A product line-up structured to create liquidity in an illiquid space, coupled with solutions uncorrelated to the volatility of equity markets.
Willoughby Asset Management pools provide complete asset allocation solutions for accredited and non-accredited investors and aim to provide for strong risk-adjusted returns.

Equity Income Strategies Remain Attractive to Financial Advisors Despite Heightened Volatility in 2020

Retrieved on:

Thursday, December 17, 2020

Consulting, Banking, Professional services, Finance, Finance, Money, Economy, Long-Term Capital Management, Investment, Actuarial science, Virtus Investment Partners, Risk parity

A little more than one-third of financial advisors (35%) plan to increase allocations to equity income strategies over the next six months.

Key Points:

A little more than one-third of financial advisors (35%) plan to increase allocations to equity income strategies over the next six months.
Financial advisors expect to reallocate to equity income by reducing exposure to growth stocks and long-term fixed income.
When choosing an equity income investment, financial advisors overwhelmingly opt for equity income strategies that provide total return (90%) and consistency of yield and income (71%).
Most financial advisors (87%) prefer to use U.S. equities, specifically blue-chip stocks, when increasing their clients allocation to equity income strategies.

Canada Life launches Risk-Managed Portfolios to protect Canadians' investments from market volatility

Retrieved on:

Wednesday, November 4, 2020

Finance, Money, Economy, Mathematical finance, Technical analysis, Financial markets, Volatility, Financial risk, Investment, Risk parity, Long/short equity

WINNIPEG, MB, Nov. 4, 2020 /CNW/ - Canada Life today announced the launch of the new Canada Life Risk-Managed Portfolios, allowing investors to participate in the market through periods of market volatility while protecting their hard-earned money.

Key Points:

WINNIPEG, MB, Nov. 4, 2020 /CNW/ - Canada Life today announced the launch of the new Canada Life Risk-Managed Portfolios, allowing investors to participate in the market through periods of market volatility while protecting their hard-earned money.
Canada Life Risk-Managed Balanced Portfolio: Designed for clients seeking to generate a balance of income and long-term capital growth, while seeking to reduce portfolio volatility.
Canada Life Risk-Managed Growth Portfolio: Designed for Canadians seeking to generate long-term capital growth with some income, while seeking to reduce portfolio volatility.
As of January 1, 2020, Great-West Life, London Life and Canada Life became one company Canada Life, and today, we proudly serve more than 13 million customer relationships from coast to coast to coast.

Capital Group Canada supports Canadian investors nearing retirement with Monthly Income Portfolio

Retrieved on:

Tuesday, September 15, 2020

Money, Finance, Economy, Investment, Financial markets, Financial law, Personal finance, Portfolio, Financial risk, Actuarial science, Risk parity, Income trust

Capital Group's portfolio solution aims to provide consistent monthly income, helping investors attain the freedom to plan and enjoy an active retirement

Key Points:

Capital Group's portfolio solution aims to provide consistent monthly income, helping investors attain the freedom to plan and enjoy an active retirement
TORONTO, Sept. 15, 2020 /CNW/ -Capital International Asset Management (Canada), Inc. has launched Capital Group Monthly Income PortfolioTM (Canada), a globally diversified and flexible solution designed to help meet the lifestyle needs of investors nearing or in retirement.
Monthly Income Portfolio pursues its objectives by investing in a mix of stocks and bonds issued by companies and governments around the world, primarily through investments in underlying Capital Group and affiliated funds.
The low risk-rated portfolio* is engineered to generate consistent monthly income for investors, regardless of which direction interest rates or stock markets are moving.
"Canadians are looking for income without taking on too much risk," said Rick Headrick, president of Capital Group in Canada.

Nuveen Announces Update to Closed-End Fund Portfolio Management Teams

Retrieved on:

Monday, August 17, 2020

Professional services, Finance, Finance, Money, Economy, Nuveen, TIAA, Investment management, Financial markets, U.S. Bancorp, Investment, Institutional investors, Hedge fund, Risk parity

Jake Fitzpatrick is an associate portfolio manager for Nuveens global fixed income team and a member of the leveraged finance sector team.

Key Points:

Jake Fitzpatrick is an associate portfolio manager for Nuveens global fixed income team and a member of the leveraged finance sector team.
Previously, he worked as a co-manager of structured product portfolios at Allianz Investment Management.
He began his career at U.S. Bancorp Asset Management, where he was a corporate and municipal bond trader for the firms mutual funds and wealth management group.
Nuveen has $1 trillion in assets under management as of 30 June 2020 and operations in 27 countries.

DWS Survey Reveals Pandemic-Driven Changes Insurance Clients Made to Fixed Income Allocations

Retrieved on:

Wednesday, July 22, 2020

Finance, Infectious diseases, Health, Professional services, Insurance, Finance, Money, Economy, Fixed income, Investment management, Actuarial science, Financial markets, Investment, Risk parity

While the majority of insurance clients surveyed indicated that they plan to maintain their existing investment programs, the findings revealed a number of changes to fixed income allocations within their portfolios.

Key Points:

While the majority of insurance clients surveyed indicated that they plan to maintain their existing investment programs, the findings revealed a number of changes to fixed income allocations within their portfolios.
Of the five fixed income sectors examined, 15 percent and 25 percent of clients increased their allocations to municipal bonds and investment grade credit, respectively, versus only 5 percent of clients who decreased their allocation to both sectors.
Additional fixed income portfolio re-allocations among sectors include:
While the pandemic has yet to result in major portfolio construction changes, the changes we are beginning to see among asset classes, and particularly fixed income, are certainly noteworthy, and are likely indicative of larger shifts to come, said Rob McCollum, Head of Portfolio Management, Fixed Income Solutions.
Additionally, the changes we saw investors make in the short-term underscore trends that were already emerging pre-COVID-19, most notably an increased search for yield among insurance portfolios.

The RPAR Risk Parity ETF Surpasses $500 AUM Milestone; Recognized for Growth and Innovation

Retrieved on:

Monday, June 29, 2020

Finance, Money, Economy, Investment, Financial markets, Exchange-traded funds, Actuarial science, Risk parity, Investment strategy

The fund seeks to provide investors with low-cost and tax-efficient passive exposure to a risk parity investment strategy.

Key Points:

The fund seeks to provide investors with low-cost and tax-efficient passive exposure to a risk parity investment strategy.
The RPAR Risk Parity ETF seeks to generate positive returns during periods of economic growth, preserve capital during periods of economic contraction, and preserve real rates of return during periods of heightened inflation.
ARIS is leveraging its extensive experience with risk parity investment strategies in the management of RPAR, as the firm currently utilizes this approach for many of its existing clients.
As advocates for ETF innovation, Tidal helps institutions and organizations launch the most interesting and viable ETFs available today.

New Mackenzie Alternative Enhanced Yield Fund Seeks to Offer Investors a Consistent Yield with Diversification Benefits

Retrieved on:

Thursday, June 11, 2020

Finance, Money, Economy, Investment, Diversification, Asset classes, Alternative investment, Mackenzie Investments, Asset allocation, Risk parity

TORONTO, June 11, 2020 /CNW/ - Mackenzie Investments today announced the launch of Mackenzie Alternative Enhanced Yield Fund, which seeks to offer Canadian investorsa consistent yield and stable cash flow through a five per cent fixed annual distribution, paid monthly, using alternative strategies to build a diversified portfolio.

Key Points:

TORONTO, June 11, 2020 /CNW/ - Mackenzie Investments today announced the launch of Mackenzie Alternative Enhanced Yield Fund, which seeks to offer Canadian investorsa consistent yield and stable cash flow through a five per cent fixed annual distribution, paid monthly, using alternative strategies to build a diversified portfolio.
"In the current low-yield environment, investors should consider seeking access to alternative strategies and asset classes that provide higher and more consistent income," said Michael Schnitman, Senior Vice President and Head of Alternative Investments, Mackenzie Investments.
"Mackenzie Alternative Enhanced Yield Fund can complement an income-focused balanced portfolio as it aims to achieve a higher yield while providing investors with increased diversification and potentially lower total portfolio volatility."
Managed by Matthew Cardillo, VP and Portfolio Manager, Mackenzie Investments, the Fund actively invests in various yield-oriented asset classes.