Pratik Doshi, CFA

Fidelity Managed Portfolios adding three new liquid alternative strategies. Ilan Kolet, institutional portfolio manager, outlines the strategy behind the addition of liquid alts and the benefits they may provide to Fidelity Managed Portfolios. Watch the full video: https://ow.ly/JSRq50RHli9 #FidelityCanada

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IMTC spotted out in the wild! When you can efficiently manage your fixed income SMA accounts, you have more time to enjoy your summer. 😁☀️ Want to learn how IMTC's fixed income portfolio optimization tools can help you manage bond accounts significantly faster? Reach out to our team and we'll show you how. Thanks for the beach pic, Bill Vulpis!

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Are you getting the most out of your collateral? My colleague, Ryan Bond, CFA, MBA, PMP, explores ways to do just that in his latest article. #Investmentmanagement #Assetmanagement #InvestmentOperations #collateral

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If you think portfolio risk management is just about diversification, think again. This article sheds light on some surprising strategies that challenge common perceptions. Here are some thought-provoking takeaways: - Did you know that reducing the number of investments in a portfolio can sometimes actually decrease risks? It's all about strategic selection. - Contrary to popular belief, actively managing risk doesn't necessarily mean more frequent trading. In fact, a hands-off approach can be a smart move. - One of the key points discussed is the importance of understanding the correlation between investments, a factor often overlooked in risk management strategies. - Asymmetric risk and the role it plays in portfolio management is explored, offering a fresh perspective on balancing risk and return. - Ever considered tail risk hedging? This article dives into this lesser-known strategy that can enhance risk management effectiveness. Share your thoughts and feelings on these unconventional risk management strategies. https://lnkd.in/ecgSpH93

joel guglietta, phd proprietary Labor Market Strength Index—a composite of Non-Farm Payrolls, the Unemployment Rate, the KC Fed Labor Market Conditions Index, and Jobless Claims—has taken a notable downturn in recent weeks. The value of this multi-factor indicator lies in its ability to capture broader trends. And right now, the trend has fallen to recessionary level. Popular indicators are supporting this view: the Sahm rule has been triggered, the three-month average for private payroll gains has also fallen to recessionary levels while DoubleLine CEO Jeff Gundlach unemployment rules have also been triggered, when the unemployment rate surpasses its 36-month moving average, it has historically signaled an impending recession. We increased long position in 2Y U.S. Treasuries. The decision reflects our view that softening labor markets could weigh on growth and, in turn, exert downward pressure on short-term rates. We refrain from turning outright bearish as some of our leading indicators (survey based) are pointing toward a potential US re-acceleration. These survey probably reflect the optimism around Trump policies and will have to be confirmed by real activity in the coming months. #InvestmentStrategy #MacroInsights #LaborMarket #Treasuries #RiskManagement

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December indigestion caused by the Federal Reserve's comments today? The S&P was humming along until the FOMC cut 25 bps as expected, and the changes to the statement were trivial (although the vote to cut wasn’t unanimous). Chairman Powell wasn’t a reassuring voice at this meeting, and the market’s confusion led to hawkish projections and speculations for 2025. The S&P 500 closed at the day's lows, -3%. Capital flow was heavy at 145%. Today's move lower in the stock market was significant. We’re below the 50-day moving average for the first time since September. We’re not oversold (yet), and we’re (only) back at mid-October levels. From a technical standpoint, the rest of December should be a race for the exits….but dip-buyers will (most likely?) do their thing. It's worked for the last 12+ years, so why stop now? Considering today’s drop is rooted in a market unprepared for a Fed that wasn’t gung-ho with spiking the punch bowl a lot more, it could mean that once investors relax and think, they won’t believe this is all that bearish. If that’s the case, watch for an enjoyable bounce back. In summary, the fundamental landscape isn’t radically altered; however, the emotional landscape temporarily is.

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We recognize and are optimistic about the benefits of direct indexing when applied in the right situations. We have spent the past year developing a framework to better apply this strategy for the benefit of our clients. Click below to read more from Research Manager Andrew Hacker, CFA #investing #investmentmanagement #investmentstrategies #directindexing

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An excellent reminder about the benefits of multi-manager investing from Megan Roach, CFA. Multi-manager, multi-style investing is not a new idea. It’s the way institutional investors, such as defined benefit (DB) plans, have been investing for decades. DB plans would never invest all their assets with one underlying investment manager – especially across asset classes, but not even within asset classes. This is a lesson learned long ago by many large defined contribution investment committees, and a strategy that should be considered by plans of all sizes. Happy National 401(k) Day! #National401kDay #401k #definedcontribution #DC #retirement #savings

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If asset classes were racehorses in the quant strategy stakes, FX’s odds would be shortening fast. https://hubs.li/Q02xmJMN0 Non-subscribers can get a snapshot of Risk’s coverage. Registration is free and allows you to read two articles a month: https://hubs.li/Q02xmJ3S0

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If asset classes were racehorses in the quant strategy stakes, FX’s odds would be shortening fast. https://hubs.li/Q02xmJMM0 Non-subscribers can get a snapshot of Risk’s coverage. Registration is free and allows you to read two articles a month: https://hubs.li/Q02xmLS90

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Given the growing strength of the U.S. dollar, Phillip Nelson, CFA, NEPC’s head of asset allocation, provides an update on our strategic view on currency hedging programs, portfolio rebalancing and monetary policy. Dive into the complexities of currency markets with our latest blog post: https://hubs.ly/Q02x887z0

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It's cool to be different, but why's alternative data so hot right now? Today, we're seeing an explosion of datasets that are completely outside the realm of traditional financial data. New models are based on unconventional metrics like geolocation and foot traffic, patent filing counts, and credit-card transaction spend. https://ow.ly/1gSm50UgPzj

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Ready to expand your GIPS® standards knowledge? In our fifth post of this series, we dive into a thought-provoking scenario. Click through below to see if your interpretation aligns with the GIPS Standards Q&A Database guidance. The GIPS Standards Q&A database contains questions and answers (Q&As) on various searchable topics that provide additional interpretation on an issue. Access the Q&A database and the GIPS Standards Helpdesk here: https://ow.ly/tI7M50Q8ZI1 #PerformanceMeasurement #CIPCCanada CFA Institute

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Investors prioritize outcomes, aiming for quality results while minimizing disappointments. How can we maximize our desired outcomes effectively? In the fixed income sector, the potential upside is known, and current yields offer more potential gains than in recent history. Learn about quality investing from Ben Hayward at TwentyFour Asset Management. Read more: https://bit.ly/3WRn1JB #Vontobel #FixedIncome

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Thanks for having me Eagle Alpha team and for allowing me to share Vanda Research's tactical macro approach, as well as our latest insights on retail flows. #tacticalmacro #investing #retailflows #flowsandpositioning

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Reminder: The deadline to submit to the CFA Institute your GIPS® Compliance notification is June 30. If your organization claims compliance with the GIPS standards, you must submit the GIPS Compliance Notification Form annually. Ensure your compliance and submit your form before the deadline. 📅 Find out more and submit here: https://lnkd.in/gYEsxVth 📍 Stay up to date on all upcoming Q3 filing deadlines for investment advisers here: https://lnkd.in/gkPtgUJS GIPS® is a registered trademark owned by CFA Institute. #investmentstandards #compliance #ACAinsights

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