Thought Leadership

thoughtWelcome to Julex’s thought leadership library, the material contained in this area provides forward-looking and thought-provoking perspectives on today’s ETF managed strategy space as well as the investment management industry. We offer timely investment strategies and solutions to help you improve your investment performance as an institution or an individual. We also encourage your feedback and suggestions so we can work together to overcome the challenges in our industry and find innovative solutions to serve our customers better.

  • Industry Trends

Advisor Perspectives: Tactical Asset Allocation in the Age of ETFs

Tactical Asset Allocation in the Age of ETFs

  • Adaptive Investment Approach

Adaptive Investment Approach

  • Multi Asset Investment Strategies

Dynamic Multi Asset Investment Strategy for Individual Investors

All-Season Investment Strategy I: Using Economic And Technical Indicators To Protect Your Portfolio In Bear Markets

All-Season Investment Strategy II: Using Cross-Asset Momentum As A Downside Protection Mechanism

All-Season Investment Strategy III: A Low Risk Solution

Yield-seeking Goes Dynamic

Multi-Asset = Multi-Risk? 5 Things To Consider

  • Alternative Investments

Hedge Funds and Diminishing Returns

  • ETF Strategies

I’ll Take The High Dividend; You Take The Low Volatility – Which ETF Road To Take? Part 1

I’ll Take The High Dividend; You Take The Low Volatility – Which ETF Road To Take? Part II