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From the Consultants’ Desk: Trends in the Private Equity Market

Even investors not involved with private equity can be affected by the interplay with the public equity side, particularly in the US growth space.

October 28, 2022 Mark J. Cintolo - Kevin McCullough
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From the Consultants’ Desk: Investment Portfolio Construction Trends at Midyear

US equity exceptionalism sentiment, value, shorter durations, and unicorns are among the asset allocation trends explored.

September 1, 2022 Mark J. Cintolo - Kevin McCullough
Portfolio Rebalancing Using Derivatives: Futures Overlays

Research paper explores how synthetic rebalancing using a futures overlay can help manage risk, reduce transaction costs, and minimize taxes.

August 1, 2022 Mark J. Cintolo Financial Professional content – requires login