Phoenix(s) Rising: Wealth Management Trends Emerging from the Financial Crisis:  Learn about a number of distinct strategic developments that are shaping a new order for the wealth management industry.

Commodities Help Diversify Portfolios:  The case for broad based commodity exposure: negative correlation.

Relative Performance: Back on Client’s Radar

What drives returns becomes part of the conversation with clients, again. 

Prima President and CEO Gib Watson authored “Phoenix(s) Rising: Wealth Management Trends Emerging from the Financial Crisis” in the November/December Practice Management issue of IMCA’s Investments & Wealth Monitor Magazine.

Read the article by clicking here and learn about a number of distinct strategic developments that are shaping a new order for the wealth management industry.

A Case for Alternatives:
Are less-correlative assets more valuable than ever?

Increased Opportunities in the Emerging Markets:
Has a flight to quality created opportunity in emerging markets?

What’s the Prognosis for Passive and Active Management?: Current market valuations and the great debate. 

Need Another Reason to Rebalance Clients' Portfolios?: It’s an outstanding opportunity to add exposure to overlooked asset classes at the same time.

Sweet Spot in the Middle: Middle capitalization stocks, or midcaps, have historically produced the best risk/reward profile among their equity brethren.

Gib Watson’s June 2009 article in ABA Community Banker magazine, Shaping the New Order of Wealth Management, provides an overview of four strategic developments that will shape the direction of the U.S. wealth management industry.

Diversification: Always in Style We’ve been brought up on the notion that asset class diversification is a primary means of curtailing investment risk.

Banking on Bank Loans: There’s an old market truism that says, With great turmoil comes great opportunity. We’re hearing it a lot lately. And investors willing and able to look beyond the short term should be paying attention.

Uncertain Times: Last year’s market wreckage doubtlessly left most investor portfolios well short of 2008 return targets and many long-term investment plans way behind schedule.

Opportunists: The Winners of the Fifth Annual Separately Managed Accounts Awards. 

Happy New Year? Portfolio managers, advisors and investors alike were relieved to close the book on 2008 and look forward to a hopefully better 2009. Unfortunately, the impact of the year’s market will linger long after portfolios have recovered.

Where Do We Go From Here? While the wild market ride that produced drops in 2008 was launched by a lock-up in the credit markets, there is little doubt that weak GDP growth, rising unemployment, and sharp downward revisions in corporate earnings all helped push it to extremes.

Munis to the Rescue: As the economic turmoil of the third quarter continued into the fourth, the domestic equity markets produced one of the worst 12 month periods in decades.

Prima promotes the diversification benefit of the bank loan asset class and also discusses the history of the asset class, recent performance volatility, and distinguishing characteristics of the asset class.

This paper provides a fundamental framework for understanding hedge funds.  Prima discusses what hedge funds are, what strategies hedge fund managers employ, what the attraction is from a risk and return perspective, and how to think about integrating hedge funds into a portfolio.

Prima discusses back-office operations in the context of a complete separately managed account platform.

In light of the CFA Institute’s recent “Provisions and Guidance” document on wrap fee composites, Prima Capital has taken a look at the issues involved, noting our impressions on the importance of having compliant composites, and the direction, in general, of the industry.

Prima's research staff discusses the impact of the September 3rd, 2003 Eliot Spitzer complaint concerning illegal trading involving a hedge fund and several mutual fund companies.