White Papers
August 2017
White Paper: Utilizing a Tactical Approach to Expand the Fixed Income Universe At RPg, we have always defined risk as how much an investor is willing to lose in a short period of time (maximum drawdown) before they are unwilling to stick with their long-term plan. Moreover, we think the biggest risk facing investors is not the short term volatility of returns, but the risk of an investor outliving their wealth. With extremely low interest rates globally, we expect the next twenty years will likely see rates rising. This is a problem for investors, since rising rates are bad for total returns on fixed income... (click here)
9/10/2015
White Paper: Evolution of Liquid Alternatives When it comes to diversifying an investment portfolio, the lyrics from the classic song by The Who – “Won’t Get Fooled Again” come to mind. The objective when allocating investment dollars really hasn’t changed, investors are still looking for solutions to maximize returns and reduce risk. The way we seek to accomplish this objective, however, has evolved. The goal remains the same: marrying an acceptable amount of risk with an acceptable and sometimes necessary amount of return. (click here)
5/30/2015
White Paper: Insights on Diversification Diversification is the idea of mixing a wide variety of investments within a portfolio with the goal of smoothing out unsystematic risk events. Investors use this discipline so that the positive performance of some investments can neutralize the negative performance of others. Correlations of asset classes are a key factor in determining portfolio risk and will ultimately determine if a portfolio is truly diversified. (click here)
12/2014
Clear View: Predicting the Future
(click here)
6/2014
White Paper: Client-Centric Investing: Utilizing Tactical Managers to Improve Risk/Return
(click here)
2/2014
Managing Risk: A Tactical Approach to Managing Investments Should Be The Cornerstone of the Retirement Conversation (click here)
9/2013
Managing Risk:Why We Focus On Loss Avoidance (click here)
3/2013
Managing Risk: The Importance of Risk Management in Investment Portfolios (click here)