Sep 19, 2018 | CKW's Blog
An OCIO is the natural evolution of investment advice. Our industry has gone from calling each client and getting permission to buy individual securities to calling each client to hire and fire a manager or mutual fund to being an OCIO with discretion. Institutions,...
Sep 11, 2018 | CKW's Blog
To obtain a higher Rate of Growth is easier when you have less. Growing $1,000 by 25% is much easier, less risky, and more certain if you contribute $250 to get to $1,250 rather than trying to find a rate of return of 25%. Growing $1,000,000 by 25% becomes harder if...
Jul 23, 2018 | CKW's Blog
We humans looking for an investment job need to remember: the computer is quicker, faster, and cheaper at math than we will ever be. Understanding math and using the math to invest the way science proved works is still not art because AI can remember and recognize...
Jun 13, 2018 | CKW's Blog
The benchmark is the benchmark. We sold it, had the client immortalize it in writing (IPS) and put a spotlight on it at every quarterly meeting (performance report). The benchmark is now something to beat (relative, absolute, or adjusted). The benchmarks humble...
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