Literature Category: Dynamic

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Ascent Portfolios
Investment Solutions
Format: pdf
Publication Date: 04/15

The Ascent Portfolios provide affluent investors with a sophisticated, powerful portfolio set that mirrors the solutions recommended to major institutions. Introduce investors to the full universe of global investment opportunities, due diligence manager oversight and thoughtful portfolio construction techniques.

Modernizing Portfolio Theory
Literature
Format: pdf
Publication Date: 07/13

Modern Portfolio Theory (MPT) and the study by Brinson, Hood & Beebower (BHB) are two portfolio construction influences have had a major impact on how we build portfolio for 30 years or more. This presentation discusses a few recent challenges associated with both that have led to investor discomfort, and attempt to provide some new thoughts or opinions on how to improve on these methods, such as the university endowment approach, combining strategic/dynamic/tactical approaches, as well as incorporating liquid alternatives.

Modernizing Portfolio Theory & the Liquid Endowment UMA
Investment Solutions
Format: pdf
Publication Date: 07/13

This presentation discusses the Liquid Endowment Model, a new paradigm of portfolio construction, and how it can address the shortcomings of Modern Portfolio Theory.

PMC Dynamic ETF Portfolios
Investment Solutions
Format: pdf
Publication Date: 01/14

Discrepancies between market prices and fundamental values present opportunities that can be diffi cult for investors to identify. Backed by an innovative, global macro approach developed by the Singer Team at William Blair & Company*, Envestnet | PMC offers an actively managed solution using highly liquid, low-cost ETFs. The PMC Dynamic ETF Portfolios feature dynamic allocation strategies for varying risk profiles, bringing to a range of investors the advantage in volatile markets.

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