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The importance of rebalancing

Left untouched, portfolio risk exposures can drift. In this issue we describe rebalancing and demonstrate its importance in the investing process.

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INSIGHT: Diversifying in the US

AcuityINSIGHT: Diversifying in the USThis issue takes a look at the lost decade, providing a useful reminder of why diversification is an important pillar to an investment philosophy.

INSIGHT: Presidents change, markets remain

AcuityINSIGHT: Presidents change, markets remainThis issue was written just days before the results of the 60th U.S. Presidential election. Now that we know Donald Trump is the president-elect, it’s clear that, as with any election, media coverage has intensified, creating a flurry of commentary. However, the message for long-term investors remai

INSIGHT: Setting sensible expectations for investment returns

AcuityINSIGHT: Setting sensible expectations for investment returnsThis issue gives a high level insight into the framework in place used to build a sensible starting point for portfolio expected outcomes, whilst also illustrating the fact that investors don't have the benefit of knowing which future path markets could follow. The financial planning process is a ke

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