Courtney Golisano, CFA’s Post

A well-diversified portfolio is designed to help your clients achieve their long-term goals. But, at times, clients can feel disappointed about their portfolio returns compared to market performance. Even if their portfolio outperformed in down markets, they may still be disappointed in a market rally when their returns are not as strong. The silver lining is that diversified portfolios have historically produced better outcomes for clients by being more consistent over time. Helping clients understand this can be much easier if you illustrate it visually. Use our resources to aid your client conversations. Download “Diversification can feel disappointing” and help clients recognize the importance of portfolio diversification and overcome their ‘S&P envy’ when stocks rally. -> https://1blk.co/3uRG0be #assetmanagement #stockmarket

A well-diversified portfolio is designed to help your clients achieve their long-term goals. But, at times, clients can feel disappointed about their portfolio returns compared to market performance. Even if their portfolio outperformed in down markets, they may still be disappointed in a market rally when their returns are not as strong. The silver lining is that diversified portfolios have historically produced better outcomes for clients by being more consistent over time. Helping clients understand this can be much easier if you illustrate it visually. Use our resources to aid your client conversations. Download “Diversification can feel disappointing” and help clients recognize the importance of portfolio diversification and overcome their ‘S&P envy’ when stocks rally. -> https://1blk.co/4bUpkkb #assetmanagement #stockmarket

🚀 Unlock the Power of Private Markets with Our New Blueprint: Private Markets Performance Analytics! 📊 With Private Markets Performance Analytics, analysts can explore the financials of underlying portfolio companies, examine M&A transactions, and assess valuation metrics with unparalleled precision. Key features include: 🔹 Aggregate portfolio-level analysis of returns 🔹 Visibility across multiple funds for performance tracking 🔹 In-depth understanding of portfolio company strategies 🔹 Enhanced due diligence and portfolio visibility for #LPs 🔹 Competitive intelligence and relationship mapping for #GPs This Blueprint offers: • #Preqin Alternative Asset Fund Performance: Insights on private equity, debt, hedge funds, and more. • #Transactions: Comprehensive lifecycle data on market transactions. • #CompanyIntelligence: Extensive qualitative data on public and private companies. • #CompanyRelationships: Details on inter-company relationships within the S&P Capital IQ universe. • #PrivateCompany Financials: Financial data on over 12 million private companies globally. • S&P Global Marketplace Workbench: A collaborative notebook environment for advanced data analysis. At S&P Global Market Intelligence, we provide the depth and accuracy you need to make confident decisions. Explore this powerful tool and elevate your investment strategies. Learn more about how our Blueprint can transform your #privatemarket insights: https://lnkd.in/eG23hU7S) #PrivateMarkets #InvestmentAnalytics #PrivateEquity #FinancialData #SPGlobalMarketIntelligence #DueDiligence #InvestmentStrategy #superreturn2024 SuperReturn

💥 💥 INDUSTRY FIRST: Markets Recon has collected the biggest collection of mid-year outlook reports from across the investment industry! 💥 💥 Introducing Priming Portfolios: Review of Asset Manager Mid-Year Outlooks - Asset Allocations Views and Implied Positioning. 🎯 70+ mid-year outlook reports summarised! 🎯 1,500+ pages condensed into just 138 pages! 🎯 45 firms' content captured 🎯 $56 trillion - firms' combined AUM 🎯 Hyperlinks to underlying reports! For the FIRST TIME, you can access asset allocation views, implied positioning, and speed read mid-year outlook summaries all in one place! These reports include essential analysis and commentary covering markets, asset allocation, portfolio construction, and more. 🔗 Download the report today here: https://lnkd.in/eHyGfp8C #midyearoutlooks #investmentmanagement #assetallocation #portfolioconstr

https://lnkd.in/e86zPg84 The traditional 60/40 portfolio allocation (60% stocks, 40% bonds) has been a cornerstone investing strategy for decades. But with market volatility on the rise, many investors are questioning its effectiveness. This interesting article on Nasdaq [Nasdaq article on linkedin engagement] explores whether the 60/40 portfolio is still relevant. It dives into alternative asset allocation strategies that might be better suited for the current market climate. What are your thoughts on the 60/40 portfolio? Have you considered alternative investments? #investing #portfolioallocation #alternativeinvestments Nasdaq

I don't usually post about performance of our investment strategies, mainly because investment performance is outside of our control (relatively speaking). We focus on controlling the humans and how they react to market movements. However we recently received data from ARC (Asset Risk Consultants) who in their own words 'harness data & outcomes from 350,000 investment portfolios at more than 120 firms. The ARC indicies are the most represetative benchmark in the industry'. The chart below shows performance of our 100% equity portfolio v ARC Sterling equity risk. We have outperformed in every year (granted small sample size). In 2022 when markets were negative, our portfolios we down less than our discretionary peers. Whilst I often find it disingenuous to tell people that Engage, a business that's a tiny fraction of the size of some of our competitors should out perform some of the biggest & oldest fund houses in the UK. The proof remains that simple, low cost portfolios will do exactly that. #investment #costsmatter #keepitsimple

With market volatility and uncertainty impacting portfolio returns, insightful stock picking is more important than ever. Visible Alpha enables investment teams to undertake in-depth company analysis with a seamless view of consensus estimates and actuals for the granular financial data items and operating metrics that drive company performance. Elevate your team's capabilities and investment strategy today: https://hubs.li/Q02CwxV_0 #HedgeFund #FinancialAnalysis

BlackRock’s latest Advisor Portfolio Positioning report offers insights into how advisors are thinking about portfolio allocation. Our September 2024 poll found that 50% of advisors are planning to extend the duration of their bond portfolios, while 25% are looking to add to credit or other 'plus' sectors. Check out the full report to explore portfolio trends we are observing across additional asset classes, including equities and private markets -> https://lnkd.in/dy8DxKHM. #financialadvisors #wealthmanagement For Professional Investors Only

BlackRock’s latest Advisor Portfolio Positioning report offers insights into how advisors are thinking about portfolio allocation. Our September 2024 poll found that 50% of advisors are planning to extend the duration of their bond portfolios, while 25% are looking to add to credit or other 'plus' sectors. Check out the full report to explore portfolio trends we are observing across additional asset classes, including equities and private markets -> https://lnkd.in/gUtrAdsh. #financialadvisors #wealthmanagement For Professional Investors Only

This week, in Insights, we continue our focus on our Guiding Principles with a deep dive into opportunistic rebalancing which can help maintain risk and has the potential to enhance returns over time. In addition we include our annual list of things for investors to be thankful for 🙏 Thank you to our clients and readers of Insights… we are so thankful to have you as part of our growing Strategic community! We love to hear from you, so please keep the feedback coming in the year ahead. #investmentmanagement #wealthmanagement #evidencebasedinvesting #factorinvesting