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Client Relationships
Sample Client Review Meeting Letter
Access a sample client review meeting letter!
Manager & Investment Selection
Strategy Series: Strategy Preference Can Indicate Expected Stock Market Return
Rather surprisingly, the equity strategy framework can provide an estimate of current expected stock market returns. This is accomplished by measuring the recent investor response to each strategy, which, it turns out, captures the deep behavioral currents driving market returns. The resulting information is useful when managing equity market exposure.
Client Relationships
Advisor2Advisor: William Schiffman & Jason Ray
Advisors William Schiffman & Jason Ray talk about what they are hearing from clients in this quick 2-minute interview.