Anu Heda, Author at Naissance Partners

Best Blogs of the Week vol. 184

Posted by Anu Heda on May 11, 2015, in Best Blogs of the Week , tagged with Franklin Templeton, Putnam, Russell

3 posts that do a nice job supporting FAs educating their clients on common “financial news” topics

In the Know: Seven Myths About Municipal Bonds -Franklin Templeton
What may unlock consumer spending -Putnam
The pros and cons of a strong dollar -Russell

Best Blogs of the Week vol. 183

Posted by Anu Heda on May 04, 2015, in Best Blogs of the Week , tagged with Russell, Wells Fargo, WisdomTree

Three quality posts this week discussing disparate and important topics.

Flight-to-safety is a prime example of why correlations can’t always be trusted -Russell (straightforward decision tree on considerations relative to falling asset value)
Too much time since a 10% correction? -Wells Fargo (A 10% correction? Really?)
Get an Edge: Look at European Small Caps -Wisdom Tree (WisdomTree to consider Europe re: small cap investing)

Best Blogs of the Week vol. 182

Posted by Anu Heda on Apr 27, 2015, in Best Blogs of the Week , tagged with Invesco, Natixis, Russell, Wells Fargo

Best Blogs took a little posting hiatus, but not a reading hiatus. Hence, this post is a bit of a catch-up. Three interesting posts from the last few weeks are:

Pension Plan De-Risking: Lump Sum or Annuity? -Investco (compelling post about de-risking for retirement plans)
DC Plan Sponsors: Five Reasons to Consider White Labeling Your Investment Menu -Investco (5 reasons towards white labeling within a 401(k) lineup)
Outsourcing continues to gain popularity among institutional investors –Russell (post on OCIO? Wow, highly specialized topic)

Alternatives are really dominating the industry blog posts. From:

Alternative Investing: Two Ways to Mitigate Manager Risk -Investco
ALTS 101: Making sense of alternative strategies -Natixis Global Asset Management
Who should consider alternative investments? -Wells Fargo
How alternatives fit into your portfolio -Wells Fargo (again!)

Best Blogs of the Week vol. 181

Posted by Anu Heda on Apr 06, 2015, in Best Blogs of the Week , tagged with AB, BlackRock, OppenheimerFunds, Wisdom Tree

7 excellent posts from the last two weeks.

Finding an Oasis in a Bond Liquidity Drought -AB (Helpful thought process to managing fixed income liquidity)
In US Small-Caps, Quality Is on Sale -AB (Ideas on evaluating small-cap value)
A Deeper Look at Smart Beta in Fixed Income -BlackRock (You know our opinion on smart beta: more quality education needed (this time related to fixed income)
Easy Steps for Building a Bond Ladder -BlackRock (More content on bond laddering). Also check out the Laddered Corporate Bond Interest Rate Scenario Tool at Eaton Vance Management (we’ve always like this Eaton Vance tool)
Portfolio Rebalancing: More About Risk than Return -OppenheimerFunds (interesting task on risk: dispelling thoughts on rebalancing)
Get More Mileage Out of the Risks You’re Taking -OppenheimerFunds (another interesting task on risk: differing ways to evaluate risk/reward)
Dove or Ivory? A Case Study on Currency Impacts -Wisdom Tree (Educational currency content, such an important topic currently)

Best Blogs of the Week vol. 180

Posted by Anu Heda on Mar 23, 2015, in Best Blogs of the Week , tagged with OppenheimerFunds, Wells Fargo

Two weeks in one post with only two posts to review

So I Was Wrong About the Dollar… -Oppenheimer Funds (The Best Blogs loves self-reflection and contrition. Great post on one of the two most timely investment topics: the USD global ascension)
Bond ladders—a shaky strategy -Wells Fargo (Excellent post on an investment strategy we’ve heard implemented countless times by many advisors: the bond ladder)

Author: Anu Heda

Best Blogs of the Week vol. 184

Best Blogs of the Week vol. 183

Best Blogs of the Week vol. 182

Best Blogs of the Week vol. 181

Best Blogs of the Week vol. 180