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Chief Investment Officer Larry Whistler provides commentary on today’s financial markets in this release of the Nottingham “Take Five.”

 

The Focused Fiduciary Title

Welcome to the third edition of the Nottingham Focused Fiduciary, a publication aimed at delivering a succinct and valuable message to fiduciaries. This month let’s take a look at the ERISA Five Part Test which identifies individuals as a Fiduciary.

The Focused Fiduciary Title

Welcome to the second edition of the Nottingham Focused Fiduciary, a publication aimed at delivering a succinct and valuable message to fiduciaries. This month let’s take a look at managing the balance between risk and return by evaluating the Sharpe Ratio.

At Nottingham we recognize the importance of family, friends, and philanthropy. To show our support, every year around the holidays Nottingham participates in the Gateway Longview Adopt-An-Angel Campaign, and new this year, the Salvation Army Adopt-An-Angel Program. In all our staff purchased gifts for more than 40 children this season.

Happy Holidays from the Nottingham Team!

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Salvation Army Gift Giveaway (800x533)

Nottingham’s Chief Investment Officer Larry Whistler, CFA is interviewed by S&P DJI’s Shaun Wurzbach in S&P Indexology’s, “Advanced Topics in Purpose-Based Asset Allocation.”

Watch Larry discuss index-based asset allocation strategies as tools for managing risk including municipal bond laddering and currency hedging.

Nottingham’s Chief Investment Officer Larry Whistler, CFA is interviewed by S&P DJI’s Shaun Wurzbach in S&P Indexology’s, “Purpose-Based Asset Allocation.”

Chief Investment Officer Larry Whistler provides commentary on today’s financial markets, in this release of the Nottingham “Take Five.”

Nottingham’s Chief Investment Officer Larry Whistler, CFA is interviewed by  S&P DJI’s Shaun Wurzbach and featured on AssetTV’s “Advanced Topics in Purpose-Based Asset Allocation.”

Watch Larry discuss index-based asset allocation strategies as tools for managing risk including municipal bond laddering and currency hedging. Index-Wurzbach-Whistler-2-Shot-Still-11-03-15

Written by Portfolio Manager Matthew Krajna, The Select Managers Program Quarterly Review is issued to provide color to both strategy and individual fund performance and highlight any portfolio changes that have been made throughout the period.

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