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OPCM Investment Outlook – Full Length Webinar

OPCM Investment Outlook Webinar – Investment Discipline and Multi-Asset Class Investing

OPCM Investment Outlook Webinar – Domestic Equities

OPCM Investment Outlook Webinar – Foreign Equities

OPCM Investment Outlook Webinar – Fixed Income and Interest Rate Outlook

OPCM Investment Outlook Webinar – Alternatives and Real Estate

OPCM Investment Outlook Webinar – Natural Resources

OPCM Investment Outlook Webinar – Q&A

Previous posts

What A Trump Presidency Means To Your Portfolio, Taxes, and Healthcare

We believe a number of asset classes, sectors, and industries will experience tailwinds from the incoming administration.

The Volatile Calendar Ahead

The Presidential election and earnings season are just two of several events that could cause volatility.

Previous posts

Q2 2017 Econ Memo

Topics include: the multi-asset class portfolio strategy, recent shifts in the yield curve, navigating energy volatility, the bond market, retirement income planning.

Q1 2017 Econ Memo

Topics include: the effect of rising consumer confidence, why the consensus could be wrong about inflation and interest rate increases, the complex role the U.S. dollar plays in a diversified portfolio, how to save for college expenses.

Q4 2016 Econ Memo

Topics include: productivity in the U.S., equities outside the U.S., commercial and residential property cycle, interest rates rise, the future of the estate tax.

Previous posts

The Endowment Model

In the Endowment Model discipline, portfolios are actively managed over multiple asset classes. These asset classes include global equities, foreign equities, fixed income, natural resources, real estate, and alternative assets.

While each individual asset class has its own characteristics, return profile, and risk in different economic environments, managing portfolios with allocations to multiple asset classes allows investors to experience excellent long-term returns, with far less risk than a portfolio comprised mostly of equities.