September 15

The Four Unasked Questions You Should Ask Your Investment Manager

By Alton Cogert | Submitted for your approval. A recent, probably typical, meeting with your investment manager. “Let me tell you,” the investment manager says, “This financial environment is completely unprecedented. Globally, central banks are manipulating supply and demand of fixed income and equity securities.” “Yes, we know,” you tell him, “but what can.

July 6

Do You Know Your Manager’s Risk Adjusted Performance?

By Alton Cogert | You are already familiar with comparing the total return of your portfolio to a relevant benchmark. And, you may also be comparing that performance to those of other managers with a similar investment strategy. But, there are other ways to figuratively X-ray investment manager performance. How about comparing the risk.