Blog

Momentum and Bubbles

What's Your Prior? When a behavior leads to a positive outcome we are more likely to repeat that behavior, a phenomenon known in psychology as ‘positive reinforcement.’ Momentum trading fits…
Liza Stewart
November 18, 2020
Blog

Reap the benefits of fund consolidation

Are you overdiversified? Do your funds have high overlap in their investment styles or holdings? Identifying fund consolidation opportunities can deliver more effective asset allocation by helping you clearly track…
Liza Stewart
June 12, 2020