THE POWER OF THE PORTFOLIO THE POWER OF THE PORTFOLIO PROTECTION AND CONTENTS Long-term Disciplined Investment Strategy 4 Northwestern Mutual’s Advantage 5 Balance and Diversification 6 Bond Portfolio Quality and Duration 7 Investment Portfolio Breakdown 8 Diversified Investing with a Long-term View 10 Investment Portfolio Performance 12 Efficient...

FUNDAMENTALS ™ June 2015 The Whole Story: Factors + Asset Classes Every year we invite some of the investment industry’s most creative thinkers to speak “ KEY POINTS 1. 2. 3. 4. Collectively, academics and practitioners run so many backtests that a t-statistic of 2 is no longer sufficient to validate a factor strategy. Factors with positive premiums that...

ESG Momentum Stocks: Sustainable Investing’s Diamonds in the Rough Rolf Kelly, cfa | Portfolio Manager Charles Roth | Global Markets Editor September 2016 One of the challenges that confronts retirees and their advisors is how to prevent having to sell their hard-earned retirement assets at the wrong time. We have all heard the age-old investment adage “Buy Low and Sell...

POINT of View Fixing a Broken Model How Recordkeepers and Sponsors can work together to repair the retirement industry by Barbara March While many great people and organizations are trying to solve America’s retirement challenge through legislative and investment product means, we at BridgePoint believe there is another part of the equation that must be addressed in order to build...

Over the past several years, rapid developments in the global economic environment have pushed asset management to the forefront of social and economic change. An important part of this change – the need for increased and sustainable long-term investment returns – has propelled the alternative asset classes to centre stage. To help alternative asset managers plan for the...

December 2015 Follow @Paul_Hastings Hedge Fund Report: Summary of Key Developments—Fall 2015 By the Investment Management, Securities Litigation & Tax Practices This continues to be a time of rapid change for the hedge fund industry, as the Securities and Exchange Commission (the “SEC”), the Commodity Futures Trading Commission (the...

The House View by Lee Partridge, CFA Chief Investment Officer February 8, 2016 Rebalancing to a New Normal Key Market Returns and Reference Points as of January 29, 2016 Region US Large Cap US Small Cap Japan Germany Developed ex US Developed World Emerging Markets MLPs REITs Equity Markets Total Returns...

The House View by Lee Partridge, Chief Investment Officer December 1, 2015 “The Building Blocks of Diversification” Key Market Returns and Reference Points as of November 30, 2015 Equity Markets Total Returns (%) Region U.S. Large Cap U.S. Small Cap Japan Germany Developed ex U.S. Developed World Emerging...

The House View: The Challenge of Diversification by Lee Partridge, Chief Investment Officer November 3, 2015 Key Market Returns and Reference Points as of October 30, 2015 Region US Large Cap US Small Cap Japan Germany Developed ex US Developed World Emerging Markets MLPs REITs Equity Markets Total Returns...

Is your alternatives allocation diversified? You know diversification can play a key role in helping smooth out returns in your portfolio of stocks and bonds. And you may be looking to alternatives to help get that diversification. But did you know that it’s also important to diversify your alternatives allocations? n n n T  here are many types of alternatives and their performance...

Summer 2014 Winter 2013 The Value of ESG Analysis in Fixed Income Investing Introduction Responsible investing, which is the process of taking into consideration sustainable and ethical practices when deploying capital, has grown meaningfully over the past 15 years. According to the Forum for Sustainable and Responsible Investment, approximately $3.3 trillion of investment dollars were screened...

Advisory Solutions Monthly Update March 2017 ASSET ALLOCATION UPDATE • We recommend a mild underweight to Global Equities and overweight to Fixed Income across models. • Within the equity allocation, we continue to recommend an overweight to non-U.S. developed equity, concentrated in the growth segment. • Within the fixed income allocation, we recommend an...