Webinar Archive

Investment Management For Short Term Needs

This presentation is part 48 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob explains how traditional short term strategies fail in today’s low interest rate environment. Instead, he recommends using tactical strategies.

Selling People And Process

This presentation is part 47 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob gives tips on what to emphasize in the sales process, drawing comparisons to other industries and their evolutions in the process.

The Problem With Index Funds

This presentation is part 46 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob explains the shortfalls of an index fund exclusive investment strategy, and offers suggestions for improvement.

Time Segmentation Investing

This presentation is part 45 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob explains the strategy and thought process behind time segmentation investing.

TAA Revisited

This presentation is part 44 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob takes an unvarnished look at tactical allocation by creating a simple TAA portfolio and putting it into historical context next to other alternatives over the long-term.

Inflation Expectations

This presentation is part 43 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob touches on broad inflation expectations, and how investors should prepare.

Value Vs. Growth

This presentation is part 42 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob evaluates the case for value stocks today.

Cryptocurrencies and Tulip Bubbles: What’s The Difference

This presentation is part 41 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob looks at the pros and cons of cryptocurrencies.

What Comes Next For Markets?

This presentation is part 40 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob contemplates the equality or lack thereof of various investment markets and their future drivers.

The Nature Of Change

This presentation is part 39 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob evaluates the future of investment markets.

What Is The Worst Case Scenario For TAA?

This presentation is part 38 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob lays out the worst case scenario for TAA, giving historical examples and explaining why TAA works over the long haul.

What Is The Business Sense In Using TAA?

This presentation is part 37 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob lays out the case for TAA touching on topics such as interest rate risk, inflation, the return to global growth, and a lack of innovation in the U.S.

What Is The Selling Proposition of TAA?

This presentation is part 36 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob talks about the selling point for TAA at this point in time.

Why Use TAA When The S&P Has Handily Beat It?

This presentation is part 35 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob shows how strong recent performance from the S&P 500 is not necessarily an indicator of its future success.

What Do Bad Periods Of TAA Look Like

This presentation is part 34 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob gives four different frameworks ranging from simple to heavy on the details on how to explain tactical strategies to clients.

How Long Does TAA Need To Play Out

This presentation is part 33 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob answers how long it takes to evaluate TAA from the perspective of 1) achieving client needs 2) beating a 3rd party benchmark and 3) proving that the strategy is actually working.

How To Separate Good TAA Strategies From Bad Ones

This presentation is part 32 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob gives his criteria for evaluating TAA strategies.

When Is The Ideal Time For TAA

This presentation is part 31 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob defines change being marked by either speed or direction, and explains how TAA adapts in each environment of change.

Why Doesn’t Everyone Offer TAA?

This presentation is part 30 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob explains why the commercial success (i.e. “sellability”) of products like TAA do not necessarily correlate with a client’s best interests/needs.

How To Explain TAA To Clients

This presentation is part 29 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob gives four different frameworks ranging from simple to heavy on the details on how to explain tactical strategies to clients.

How Can We Be Sure TAA Isn’t A False Promise

This presentation is part 28 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob compares the assumptions and conclusions of TAA next to simple 60/40 strategies, and shows both academic and practical evidence for the efficacy of tactical strategies.

Alternative Methods To Generate Yield

This presentation is part 27 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob looks at the use of options overlays to generate current (low-correlation) income in an environment of low yield. In doing so, he dispels common misconceptions about options as an asset class, and shares the benefits of overlays such as their ability to add to returns without having to change an underlying portfolio, and their ability to have a defined maximum loss.

Tilt Towards Value

This presentation is part 26 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob notes the historical case for value stocks, but is careful to point out that this outperformance is episodic in nature. Throughout the presentation, he makes the case for why value might make sense in the near term.

How To Avoid Market Timing

This presentation is part 25 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob explains the difference between market timing and being intelligently aggressive (“playing offense”) or passive (“playing defense”). In doing so, he encourages advisors to look at both short-term and long-term trends.

What Is Tactical Asset Allocation

This presentation is part 24 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob explains the function of Tactical Allocation, and dispels the myth of TAA as a “crystal ball”. Instead, he lays out the case that all asset classes trend (both winners and losers within the asset class), and that TAA aims to capture these short-term trends over long-term periods.

Setting Logical Performance Objectives

This presentation is part 23 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob explains the disconnect between what investors need and what advisors focus on. In doing so, he introduces the “bucket approach” to investing, and details why it may make sense for some investor/advisor relationships.

Your Client Needs A “Mad Money” Account

This presentation is part 22 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob examines destructive lines of thinking when it comes to past performance, giving historical examples of times when asset classes with strong performance went on to to have comparatively poor relative performance. He also looks at ways in which advisors can best use past performance when discussing financial plans with clients.

The Problem With Bonds

This presentation is part 21 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob examines destructive lines of thinking when it comes to past performance, giving historical examples of times when asset classes with strong performance went on to to have comparatively poor relative performance. He also looks at ways in which advisors can best use past performance when discussing financial plans with clients.

The Problem With Past Performance

This presentation is part 20 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob examines destructive lines of thinking when it comes to past performance, giving historical examples of times when asset classes with strong performance went on to to have comparatively poor relative performance. He also looks at ways in which advisors can best use past performance when discussing financial plans with clients.

Is Real Estate A Long Bond In Disguise?

This presentation is part 19 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob looks at the role bonds play in a portfolio, and compares bonds and real estate in today’s low interest rate environment.

The Time For Small Cap

This presentation is part 18 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob pushes back against the conventional wisdom of a fixed small cap allocation. He draws this conclusion based on the episodic nature of small cap returns as well as the lack of diversification benefits inherent to the asset class. Instead, he makes the case that now could be a good time to add small cap exposure given favorable valuations, favorable dividend yields, and the over-reliance of large cap stocks on the technology sector.

Absolute Return and Uncorrelated Strategies

This presentation is part 17 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob explores the concept of absolute return strategies and makes the case that true absolute return strategies are not available to retail investors. Instead, he makes the suggestion that tactical asset allocation strategies may be an attractive uncorrelated solution that makes sense to some investors.

Time Segmentation Investing

This presentation is part 16 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob explains the concept of segmenting investment goals into different time periods, and how such a strategy could make sense for investors. In doing so, he also explains the benefits to giving each investment horizon sufficient time to play out.

Rearview Investing and Emotional Bias

This presentation is part 15 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob shows how people’s natural reactions to investment cycles is the exact opposite of what it should be. In addition, he talks about the current trend of technological outperformance within the context of past periods of individual sector dominance.

Can TAA Replace The Traditional 60/40 Portfolio?

This presentation is part 14 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob evaluates the history of the 60/40 portfolio and looks at its future through the lens of today’s low interest rate environment. He makes the argument that with prolonged periods of low interest rates, bonds cannot play their necessary role in a portfolio– namely protection and outperformance during periods of equity drawdowns. In conclusion, he examines possible alternatives that may better play the role that bonds conventionally did.

Why Does Tactical Allocation Work?

This presentation is part 13 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob reiterates the fact that TAA managers do not predict the future. Instead, they use the reality of trending markets to make investment decisions. To support this assertion, Rob shows previous bear/bull cycles and how different asset classes fell out of or into favor in each cycle.

Is TAA a Black Box?

This presentation is part 12 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob discredits the view that Tactical strategies should be seen as market timing mechanisms. He goes on to explain the history of momentum trading and how Julex strategies aim to capture market trends.

Tactical Allocation In The Next Several Years

This presentation is part 11 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob points out the current market defining events, connects these events to previous points in history, and explains why these events create the potential for change among favorable asset classes. Changing favorability among asset classes, along with bull market peaks, are both positive signals for tactical strategies.

Solutions to Whipsaw in Tactical Allocation Portfolios

This presentation is part 10 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob explains common misconceptions about the whipsaw effect in tactical allocation strategies and shows how the Julex multi-model approach works to combat this shortcoming of tactical strategies.

Good and Bad Designs for Tactical Portfolios

This presentation is part 9 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob explains that tactical strategies should aim to maximize the probability of achieving a given return within a given time frame. He also explains his opinion that quantitative tactical strategies are superior to other selection criteria.

Why Are Advisors Skeptical Of Tactical Asset Allocation?

This presentation is part 8 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob explains common misconceptions about the short-comings of TAA, and explores a better way to evaluate the fit of tactical strategies within a portfolio.

Bonds – An “Investment” or “Speculation”

This presentation is part 7 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob made a strong argument that bonds have become more like “speculation” instead of “investments” in the current ultra-low interest rate environment. He suggested some potential alternatives.

A Better Approach To High Yield Stocks

This presentation is part 6 of our weekly webinar series with Investment Committee member Dr. Rob Brown. In this presentation, Rob discusses historically strong performing strategies to get value from high yield stocks.

The Case For High Yield Stocks

This presentation is part 5 of our weekly webinar series with Investment Committee member Dr. Rob Brown. In this presentation, Rob discusses the current environment for value stocks, and how dividend stocks may fit into a portfolio.

A Superior Approach To Small Cap

This presentation is part 4 of our weekly webinar series with Investment Committee member Dr. Rob Brown. In this presentation, Rob discusses the benefits of small cap exposure, and talks about ways to minimize the downfalls associated with the asset class.

The Case For Small Cap

This presentation is part 3 of our weekly webinar series with Investment Committee member Dr. Rob Brown. In this presentation, Rob discusses how today’s climate may be favorable to small cap strategies, and answers participant questions regarding current events and the economy.

A Superior Approach To Tactical Asset Allocation

This presentation is part 2 of our weekly webinar series with Investment Committee member Dr. Rob Brown. In this presentation, Rob discusses better approaches to tactical asset allocation, and answers participant questions regarding current events and the economy.

The Case For Tactical Asset Allocation

This presentation is part 1 of our weekly webinar series with Investment Committee member Dr. Rob Brown. In this presentation, Rob discusses how today’s climate may be favorable to tactical allocation strategies, and answers participant questions regarding current events and the economy.

Time to Invest in Small Cap – Julex TrueAlpha Small Cap Strategy

In this webinar, we discussed our quantitative value-oriented approach, which aims to outperform with a concentrated portfolio of undervalued quality stocks.

Introduction to Julex Quantitative Equity Strategies

In this webinar, we discussed why it is a good time to invest in small cap stocks and explained the quantitative investment process of our outperforming small cap strategy.