NAAIM Member and 2014 NAAIM Wagner Award winner Dave Walton published an article in this week’s Proactive Advisor magazine.
In his article, Mapping the Strategy Universe: A view into how professional strategists classify active strategies, Walton attempts to chart this world through a simple classification scheme. To do that, he discusses actively managed strategies through the lens of four vectors: time frame, asset classes, systematic factors, and use of discretion. Through a general look at active strategy characteristics, advisors will get a glimpse into performance drivers and be able to enhance their understanding for effectively matching strategies to their clients.
