Single vs Multi-Asset Portfolios
Single vs Multi-Asset Portfolios: A diversified approach to asset allocation in a portfolio provides the investor with multiple opportunities for sources of return while limiting risk associated with individual assets classes. Deploying capital to multiple styles across asset classes provides substantially more desirable risk-adjusted returns for a portfolio over long time periods.
Investor Outlook
Investor Outlook: At GWM we seek a wide range of perspectives in building our investment views used in advising clients. We have a number of long-standing institutional relationships we leverage for forecasting and as a resource to balance our internal thought process. Vanguard Investments and Russell are two institutions that dedicate substantial resources to investment research and forecasting.