The Outsourced Chief Investment Officer

April 23rd, 2017  | by Mark Bell & Andrew Berg

Across the globe a once familiar figure is increasingly absent: the CIO. A look at some of the trends and considerations for outsourced chief investment officers. Budget pressures in a low return environment combined with increased investment complexity and regulatory/fiduciary risks, means that endowment boards and trustees across the globe are increasingly considering outsourcing their…

Read More

Diversified Digest: April 10

April 11th, 2017  | by R. Samuel Fraundorf

Diversified Trust’s investment team brings you headlines of note for the week.  Click on the links to access the articles. With the Fed’s minutes this week is more insight into their balance sheet and its impact to tightening as they decide to run some of it off.  That isn’t necessarily all bad news. Emerging markets…

Read More

16 Risks the Stock Market Seems to Be Ignoring

April 1st, 2017  | by William Spitz

I have been humbled by the markets enough times over the years that I would never suggest that investors have “got it wrong.” But, I do think it is worthwhile to occasionally point out what seem to be anomalies in the capital markets and then try to determine what I (or they) may be missing. …

Read More

Diversified Digest: March 27

March 24th, 2017  | by R. Samuel Fraundorf

The investment team brings you headlines of note for the week.  Click on the links to access the articles. Does the Fed actually buy into the prospects of improved GDP growth from the administration’s promises of fiscal stimulus? A very detailed piece on the 20th century implications of populism (we think anything that Ray Dalio…

Read More

Mean Reversion or Paradigm Shift?

February 13th, 2017  | by William Spitz

Paradigm Shift-A time when the usual and accepted way of doing or thinking about something changes completely. Cambridge Dictionary “Investing is Simple, But Not Easy” Warren Buffett I agree that investing is not easy, and on most days, I don’t find it that simple either. What is so difficult about investing?  From my vantage point, the…

Read More