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Publications - White Papers
Regularly published white papers on a variety
of wealth management topics are listed below. To be added to our mailing
list and to receive these and other important news from Ashbridge, e-mail
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"Beyond Strategic Asset Allocation: Tactical and Opportunistic Investing"
By David L. Donabedian, CFA
The white paper asserts the investor’s strategic allocation is the critical factor in achieving long-term investment goals but tactical and opportunistic allocation overlays can add substantial value to risk-adjusted portfolio results.
"The Significance of Earnings Quality: Why More Isn't Necessarily Better"
By Mark deVries, CAIA
Our research shows long-term strong performance is achieved by companies with sustainable and consistent earnings growth and not companies with the highest short-term earnings momentum. This insight plays an important part in Ashbridge’s manager selection process.
"Private
Equity: Where Opportunity Meets Complexity"
By Kimberly A. Peterson and David L. Donabedian
The article is a primer on private equity reviewing considerations when
selecting managers as well as outlining a prudent methodology for implementing
an allocation to this important asset class.
"Emerging
Markets: Policy, Tactics and Manager Selection At Ashbridge"
By David L. Donabedian, CFA
The author argues that emerging markets presents a strong current investment opportunity and discusses an appropriate implementation strategy for the asset class.
"Investing
in Japanese Markets"
By Charles B. Grace, Jr. and Mark deVries
Providing historical context as to how the market has come to this point, the article advocates initiation of an allocation to Japanese equities in a diversified portfolio.
"Absolute
Return Strategies – What Are They, Why Consider Them Now And Whom
Do They Suit Best?"
By The Ashbridge Investment Committee.
This article discusses why families create private investment partnerships and things to consider when creating them.
"Why
International Equity? Why not? - Why Now?"
By The Ashbridge Investment Committee.
This article makes an argument for increased relative performance of international equities over US equities for the foreseeable future.
"Past
Performance Is Not Indicative Of Future Returns"
By The Ashbridge Investment Committee.
This article reviews the methodology Ashbridge follows in developing expected
return views for various asset classes and discusses their importance
in the asset allocation process.
"Active
Vs. Passive Investing"
By The Ashbridge Investment Committee.
This article reviews the case for active investing vs. passive investing.
"Active
Vs. Passive Investing in Bull and Bear Markets"
By The Ashbridge Investment Committee.
This article reviews the case for active investing vs. passive investing
with a particular focus on the differing performance between the strategies
in under varying market conditions.
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