NAAIM SPEAKS | Market Insights
August 2021 Edition: Don’t Look Now, But Valuations Are Improving | Warning Signs Abound | The Message From the NAAIM Indicator Wall | Mixed Signals | Charts Suggesting No Inflation Problem | Caution Remains Warranted | Fed Keeps Printing
NAAIM Speaks is monthly newsletter containing market insights and analysis from NAAIM member firms. “Speaks” is designed to provide a plethora of market analysis, indicators, some occasional humor, as well as a summary of NAAIM’s proprietary Dynamic Asset Allocation Model and Managers Exposure Index. The report is for informational uses...
Uncommon Knowledge® is the nation’s preeminent conference for the Active Investment Manager. With a wide variety of speakers and panelists, plus plenty of networking opportunities, it’s no wonder that this conference has been around for more than 20 years. You won’t want to miss these 3-4 days packed with information on trading techniques, risk management and investment management strategies, not to mention the latest in technology and marketing tips to run your practice
NAAIM’s Outlook conferences are designed to address current issues affecting active managers from market catalysts to trading strategies, compliance, marketing, back office and more. The member-driven agenda focuses on peer-to-peer exchanges, networking and collaboration, tapping into the expertise of the membership to find solutions to issues facing active managers and to support the success and growth of attendee firms.
NAAIM offers a variety of live webcasts and recorded webinars for their members. By providing this information in an interactive, online environment where advisors can ask questions and by offering the webinar in an on-demand environment, NAAIM strives to allow members to learn and grow their Active Investment Knowledge on their own time, in the way that suits them best. Many courses are offered with continuing education credit for the Certified Financial Planner® Professional.
NAAIM FOUNDERS AWARD
Launched in 2009, the NAAIM Founders Award is designed to expand awareness of active investment management techniques and the results of active strategies through the solicitation and publication of research on active management. A cash prize is presented annually for the best paper submitted to the competition.
NAAIM Active Investing Strategy Competition
The NAAIM Active Investing Strategy Competition (formerly called NAAIM Shark Tank) is an opportunity for developers of active investing approaches to pitch their strategies to fellow advisors and active investment managers in pursuit of sub-advisor agreements. Preliminary competition contestants are selected by NAAIM to present their strategies in May at Uncommon Knowledge 2020.
NAAIM Exposure Index
The NAAIM Exposure Index represents the average exposure to US Equity markets reported by our members. As the name indicates, the NAAIM Exposure Index provides insight into the actual adjustments active risk managers have made to client accounts over the past two weeks.
For members only - The goal is to provide members with a vast array of stock market indicators, which will be updated weekly. The Indicator Wall will include readings and explanations of indicators and/or models in the areas of price/trend, momentum, key price levels, overbought/sold readings, sentiment, monetary, economic, inflation, and market cycles. The NAAIM Indicator Wall is updated on a weekly basis.
Dynamic Asset Allocation Model
NAAIM’s Dynamic Asset Allocation Model is as an active, risk-managed model portfolio designed to keep equity exposure in line with prevailing market conditions. Unlike Wall Street’s traditional static allocation approach, NAAIM’s model over/underweights equity/bond exposure weekly based on the state of market trends, momentum, investor sentiment, monetary conditions, as well as data on the economy, earnings, inflation and valuations.
Why Join NAAIM
At NAAIM, you won’t find investment managers who create static portfolios, park their clients’ money and move on, checking back only to collect their fees. What you will find are innovators. Managers who don’t believe that just because the market drops, their clients’ portfolios are justified in doing the same. Advisers who look for new answers, better ways to invest their clients’ assets and better ways to manage their businesses.
NAAIM’s membership is comprised of Registered Investment Advisors and their Investment Advisor Representatives associated with small regional firms to large national firms with over $1Billion AUM, including hedge fund managers, mutual fund companies and a variety of other firms that provide professional services to RIAs.