• Money Market Fund Reform Update

    On July 23, 2014, the Securities and Exchange Commission (“SEC”) released an 869-page document adopting amendments to the rules that govern money market mutual funds. The amendments passed by a narrow 3-to-2 margin and, similar to previous amendments adopted in 2010,

  • Happy Anniversary, Bull Market

    It was five years ago yesterday – March 9, 2009 – that the US stock market tumbled to its lowest point in the 2008/09 market crash. The five years that followed have seen a tremendous reinflation of asset values for risky assets.

  • 2014 Capital Market Assumptions

    Sellwood Consulting’s 2014 Capital Market Assumptions are now available. These assumptions are the primary input for our asset allocation work for clients, being the input variables for mean-variance optimization, Monte Carlo analysis, and risk budgeting.

    This year, though we have made incremental enhancements to our methods for gauging the future value of assets, we have maintained our focus on the primary, reliable drivers of risk and return. Our assumptions are anchored in the empirical facts

  • Happy Holidays & 2013 in Review

    All of us at Sellwood Consulting wish you our best for a joyous holiday season, and a happy, healthy, and prosperous 2014.

    On behalf of each of our clients, we have made a donation to Medical Teams International, a global health organization that helps people affected by disaster, conflict, and poverty in 70 countries. We hope that you will consider joining us in supporting this worthy organization.