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Research links: strategic beta blues

Abnormal Returns

blogs.cfainstitute.org) A round-up of the past month's white papers including 'Broad Strategic Asset Allocation.' (klementoninvesting.substack.com) An excerpt from Stephen R. Foerster’s new book "Trailblazers, Heroes, and Crooks: Stories to Make You a Smarter Investor." bpsandpieces.com)

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Research links: people partnerships

Abnormal Returns

alphaarchitect.com) How the CAPM works across asset classes. institutionalinvestor.com) A round-up of recent white papers including 'Bonds: Shaken, but Not Stirred.' The story behind the Alpha Architect 1-3 Month Box ETF ($BOXX). moontowermeta.com) Research Has the introduction of ETFs been a net boon for investors?

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#FA Success Ep 315: Learning Business Development By Consistently Being Seen Where Your Ideal Clients Are, With Lisa Brown

Nerd's Eye View

Lisa is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.

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GMO’s New Asset Management Platform

Advisor Perspectives

After setting aside a stumbling block or two in its white papers, I found it to be the best platform for financial advisors I have ever seen. When I heard that the investment management firm GMO had created a retirement planning tool to mitigate “sequence of returns” risk I looked forward to learning about it.

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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. It depends on your asset allocation. And they took it out of their asset allocation in favor of other strategies.

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Updated Whitepaper – Defined Duration Investing

Discipline Funds

We’ve been implementing the Defined Duration strategy in real-time for over a year now and the feedback has been tremendously positive (updated white paper is here ). The difference between this and a bond ladder is that we can add all asset classes into the methodology. They had an asset-liability mismatch.

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Risk Tolerance Dysfunctions

Inside Information

But, as I said, there was something else, more critical and important, that I had never been able to articulate until I read a recent white paper by the nebo wealth organization ( www.nebowealth.com ) called “The Perils of Outsourcing Asset Allocation to a Risk Score.” The white paper points out that, today, many (most?)