Katy Glover

Blog Investments

Bucketing Asset Allocation Strategy Protects Against Investor Emotion, Sequence of Returns Risk

Posted on January 23, 2020
Asset allocation is traditionally conceived in a mean-variance framework pioneered by Harry Markowitz, where an investor strives to maximize the expected return for a given level of risk.  However, …

Blog Investments

The Art and Science of Portfolio Construction

Posted on October 9, 2019
Portfolio construction is both an art and science. The science of portfolio construction evolved over time producing different asset allocation methods. The science of investing has had its share …

Blog Business Management

The 6 P’s of Choosing the Right Investment Manager

Posted on August 22, 2019
Good investment managers can be hard to find. While individual investors may move from one investment to another with relative ease and (hopefully) not lose too much in the …