Sellwood Insights Regular, timely updates about our firm, markets, and our investment research.
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May 26, 2022
On the Governance Functions of Proper Benchmarking A portfolio’s benchmark is a tool that helps a client (asset owner) perform the essential governance function of monitoring the management of its portfolio. While a good benchmark will make this governance function easier, a bad benchmark will make it more difficult. This paper explains what a “good … Continue reading Good and Bad Benchmarks →
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April 4, 2022
Note: These assumptions are now outdated. Our current capital market assumptions and our white paper documenting their construction can always be found on our Capital Market Assumptions page. Sellwood’s 2022 Capital Market Assumptions portray a more optimistic environment for most asset classes, compared to a year ago. Investor expectations for inflation are a core building block for … Continue reading 2022 Capital Market Assumptions →
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April 13, 2021
For a long time, a lack of good data has prevented diverse investment managers from being hired by institutional clients. That’s about to change, due to the efforts of the Institutional Investing Diversity Cooperative, which Sellwood recently joined. Members of the Cooperative believe that diverse investment teams make better investment decisions, and that including more … Continue reading Sellwood Joins Institutional Investing Diversity Cooperative →
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March 31, 2021
Note: These assumptions are now outdated. Our current capital market assumptions and our white paper documenting their construction can always be found on our Capital Market Assumptions page. Sellwood Consulting’s 2021 Capital Market Assumptions contemplate a prospective lower-return environment, caused by last year’s declining yields and expanded valuations. These 10-year, forward-looking assumptions of asset class return, risk, and … Continue reading 2021 Capital Market Assumptions →
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January 6, 2021
We are proud to formally announce several recent promotions of people who exemplify Sellwood’s core values of Quality, Independence, and Partnership. Ryan Fitzgerald, CFA, is Sellwood’s newest Consultant, and Ruthie Zimmerman is our first Director of Investment Operations. Both of these individuals have demonstrated, over several years, the high integrity and work ethic that make … Continue reading Celebrating Promotions & New Shareholders →