Aoris Investment Management’s Post

Does it make sense to use index funds in you portfolio? While there are many advantages of owning index funds, there are some potential drawbacks investors should be aware of. In this week’s Buckingham Perspectives, Chief Investment Officer Kevin Grogan, CFA, CFP® provides an overview of index funds and what investors should consider when choosing to invest in one.

Attention Investors: Explore the potential of alternative investments in our latest article. Learn how to diversify and maximize returns in your portfolio. #ProfessionalInvesting #SupervestInsights 📊 https://hubs.li/Q02dgJ9J0

As institutional investors increasingly grapple with the choice between an Outsourced Chief Investment Officer (OCIO) model and traditional advisory services, we sat down with four Investment Committee Chairs who opted to delegate investment management. They candidly shared their decision-making process, the challenges they encountered, and their advice for those considering a similar path. Read the full conversation: https://ow.ly/UvZI50RKAAl

"There are two glaring misconceptions when it comes to alternative investments. Firstly, that people think they’ll be inundated with juicy returns, and secondly that they are only for the ultra-high net worth." Brendan White, Investment Strategist at Janiczek Wealth Management. I completely agree, in my experience, there are two kinds of alternatives, those built with the return as a priority and those built with securitization and risk management as a priority. The latter should be utilized by every serious investor to diversify their holdings and accelerate their investment objectives without sacrificing growth. https://lnkd.in/g29NxQyZ

The core principles of long-term investing apply across all business cycles and market environments. Learn about them in an Investment Insights report from the CIO.

The core principles of long-term investing apply across all business cycles and market environments. Learn about them in an Investment Insights report from the CIO.

The core principles of long-term investing apply across all business cycles and market environments. Learn about them in an Investment Insights report from the CIO.

The core principles of long-term investing apply across all business cycles and market environments. Learn about them in an Investment Insights report from the CIO.

The core principles of long-term investing apply across all business cycles and market environments. Learn about them in an Investment Insights report from the CIO.

The core principles of long-term investing apply across all business cycles and market environments. Learn about them in an Investment Insights report from the CIO.