Blog Contributors

Ryan Nauman
VP, Product and Market Strategist
Stephen Berei
VP, Client Services & Implementation
Jeremy Poulin
Senior Client Consultant


Below is a filtered list of blog posts. See the full list of posts here.

Keeping Longevity From Killing Your Clients’ Retirement

Jul 20, 2017 Ryan Nauman
People are living longer today than ever before, which is music to some people’s ears, as it provides more time with loved ones and the ability to have more and varied experiences. However, living longer poses an unanticipated risk—the possibility of outliving your money.

Alternatives and Roles they play in Asset Allocation

Jan 5, 2017 Ryan Nauman
In the aftermath of the Credit Crisis, diversification has come under the microscope. Portfolios that were traditionally considered diversified could not withstand the global reach of the crisis and protections failed when they were needed most. The past decade has proven that simply adding foreign investments to a portfolio does not equal diversification.

Introducing StyleADVISOR 8.5! Download It Now!

Mar 26, 2015 Jeremy Poulin
We are pleased to announce the recent release of StyleADVISOR 8.5. Version 8.5 includes a number of new and exciting features. These features include Fee Adjuster, Batch Export of Workbook Tabs as .emf and .eps Image Files, ReportVIEW Page Number Display and the File Locations Tab. Below are specifics on each. Fee Adjuster StyleADVISOR 8.5 introduces the ability to apply customized fees to any return series in order to reflect the impact of such fees on...

Can’t get the market cap for an asset class you are using in Black Litterman? Try this!

Jan 14, 2015 Stephen Berei
Have you ever found yourself searching for an asset class to use in the Black Litterman model, only to find we unfortunately don’t provide the market capitalization for that asset class? Well, just because you don’t have the market cap at your fingertips does NOT mean you can’t utilize the advantages of Black Litterman. Here’s a tip how you can utilize both the Black Litterman and Historical Models to build your efficient frontier and allocation when using asset...

Spruce Up Your AllocationADVISOR Reports

Nov 20, 2012 Stephen Berei
The sister program to StyleADVISOR, AllocationADVISOR (AA) never seems to get as much credit as it deserves. The program has the ability to make several formatting edits that most of our clients are unaware of. Although not as flexible as StyleADVISOR, the program does have some useful formatting features.

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