Zachary Clabon’s Post

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

Experience peace of mind with Aurora Investment Counsel's comprehensive approach to Wealth Management. We go beyond just growing and protecting your assets; our strategies are designed to optimize returns and minimize risk. Trust us to navigate the complexities of investment management, so you can focus on what matters most to you. To learn more about our investment process and how we can help you, reach out to us today: https://hubs.ly/Q02G10MC0 #InvestmentManagement #FinancialPeace #AuroraInvestmentCounsel

Individual bonds or bond funds—what’s the most practical for your clients? It’s a topic that Vanguard has researched over the years and, in our latest Advisor Pulse, Ted Dinucci, Senior Investment Strategist from Vanguard’s Investment Advisory Research Center, has some factors for you to consider when helping your client make their decision. Read more of our thoughts on this subject: https://lnkd.in/e3UwX-C7 #vanguardadvisorpulse

Looking forward to #ATLSNY. The integrated nature of #investments and #planning necessitates a holistic approach to #alternatives. Looking forward to this panel, where my co-panelists of CIOs will address the investment side while I bring the critical perspective of #FinancialPlanning. This integrated approach highlights the significance of our discussion - bridging the gap between strategic investments and comprehensive wealth planning. #wealthmanagement #wealthplanning

PIMCO’s analysis indicates that #funds embracing capital-efficient strategies could see a #Sharpe ratio increase of over 20%, marking a significant leap in risk-adjusted returns. Sam Watkins joins us at this year's [i3] Investment Strategy Forum, to discuss implementation challenges, common pitfalls, and best practices for large asset owners embarking on this transformative journey. https://lnkd.in/gcwjEZk9 Eric Frerer Lucy Garth Victoria O’Keeffe, CFA, CAIA Joe Jin, CFA Nick Cordi David Erdonmez

Phoenix Portfolios, the investment manager for our securities funds, is a boutique funds management business with a specific focus on niche segments of markets – areas where we can develop a knowledge based competitive edge. With a low cap on Funds under Management across each product, Phoenix is able to invest in segments of the market that our larger peers have to ignore – this often means we invest in small and complicated opportunities – but with an increased chance of adding value for our investors. To cater to the much wider universe, the team makes use of proprietary screens to whittle down the opportunity set into something much more manageable. Phoenix co-invests in all its funds, alongside investors – so their interests are closely aligned with our investors. Watch the video below to hear Stuart Cartledge, founder and Managing Director of Phoenix Portfolios, discuss the Phoenix Portfolios investment philosophy. https://lnkd.in/gJjW2Xww

Are you familiar with the different investment options and investment vehicles you have as an investor? Do you know what solutions your advisor uses for you, and more importantly, why? How does the investment vehicle help you accomplish your goals? Learn about distinctions between investing in individual securities and funds in a new report in the Chief Investment Office's Educational Series.

Confused by the ever-changing investment landscape? Navigating diverse asset classes, strategies, and markets can be complex. Kaith Consultants offers comprehensive investment solutions, including: • Fund and portfolio management • Investment advisory services #investment #investmentplanning #wealthmanagement #wealth #KaithConsultants

New to investing? Begin with low-cost index funds or ETFs to create a diversified portfolio and minimize risk. 📈 What’s your favorite investment strategy? #Investing101 #WealthBuilding

Sound Shore Management’s investment team discusses the evolution of the Firm, its disciplined fundamental value strategy and how focus and a contrarian mindset have been keys to their long-term success as an extension of their clients’ investment office. Click the link below to view. https://lnkd.in/dMxp3gJh #valueinvesting #soundshorefund #investmentfunds #institutionalinvestors