Monthly Archives: April 2013

How Much Risk Is In Your Bond Portfolio?

As Will Rogers once said, "Why not go out on a limb? That’s where the fruit is." In the investment environment his remark translates to, “no risk, no return.” For decades investors have been told that bonds are the safest investment, and perhaps rightly so. For the past 30 years interest rates have continually declined. The interest rate on the 10-year U.S. Treasury bond has averaged 6.6% and...
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10 Keys to Successful Investment Committee Dynamics

I was recently approached by two separate families about how to manage their investment committees. Both families have significant resources and are striving to get the most value from their investment committee members. In my 2012 Investment Assessment Survey, the majority of respondents said they wanted to receive more decision-making support from their investment committee and improve coordination and communication among their advisers. This reinforces the point that investment committee dynamics are vitally...

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