Written by Portfolio Manager Matthew Krajna, Select Managers 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.

Below you will find Nottingham’s annual privacy letter for 2018.

Annual Letter 2018

Privacy Letter 2018

Written by Portfolio Manager Matthew Krajna, Select Managers 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.

Nottingham’s Chief Investment Officer Larry Whistler, CFA was highlighted in The Wall Street Transcript on May 8, 2017, discussing how Nottingham manages risk in our portfolios through the use of a factor based approach. Click below to read the interview.

Managing Risk Through Factor-Based ETFs

Click below and register to hear the webinar replay with Nottingham’s Senior Portfolio Manager, Matthew Krajna, CFA, as a panelist on the S&P Dow Jones Indices webinar for financial advisors.

Despite continuous innovation in the investment landscape, a majority of global ETF AUM is still concentrated in core strategies. Why? … Because they work.

15 years of SPIVA® (S&P Indices vs. Active) data shows the persistent success of indexing core equities and fixed income in both bull and bear markets.

While it’s no secret that a strong core reinforces portfolio foundations efficiently, allowing more time to address individual client goals – the range of effective core strategies could be even broader than you think.

Join us and leading industry practitioners to explore:

• Strategic and tactical index-based core allocation solutions to match individual goals and risk tolerance levels
• Building a cost-efficient core with ETFs to pave the way for more scalable growth of your business
• The role that core indices play in meeting fiduciary standard requirements

Click here and register to listen to the webinar replay.