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ARTICLES & WHITEPAPERS
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Prima Capital's principals have extensive experience in the financial services industry. To leverage our intellectual capital, we provide editorial content on a regular basis and frequently publish industry-related white papers. Presently, Prima is engaged to write articles in three industry publications: Wealth Manager – “Wealth Matters” column (monthly); Investment News – Quarterly SMA Rankings; and Investment Advisor – Annual SMA Awards Program (April Edition).
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ARTICLES
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| IMCA Investments & Wealth Monitor Magazine |
| From WealthManagerWeb.com |
| From WealthManagerWeb.com
Municipal Insecurities:
Uncertainty in the municipal market fuels the need for active credit analysis and research.
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| From WealthManagerWeb.com |
| From IMCA Investments & Wealth MonitorPrima 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. |
| From WealthManagerWeb.com |
| From WealthManagerWeb.com |
| From WealthManagerWeb.com |
| From WealthManagerWeb.com |
| From Wealth Manager Magazine: Wealth Matters | July-August 2009Sweet Spot in the Middle: Middle capitalization stocks, or midcaps, have historically produced the best risk/reward profile among their equity brethren. |
| From ABA Community Banker | June 2009Gib 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. |
| From Wealth Manager Magazine: Wealth Matters | June 2009 |
| From Wealth Manager Magazine: Wealth Matters | May 2009Banking 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. |
| From Wealth Manager Magazine: Wealth Matters | April 2009Uncertain 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. |
| From Investment Advisor Magazine | April 2009 Opportunists: The Winners of the Fifth Annual Separately Managed Accounts Awards. |
| From Wealth Manager Magazine: Wealth Matters | March 2009Happy 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. |
| From Wealth Manager Magazine: Wealth Matters | February 2009Where 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. |
| From Wealth Manager Magazine: Wealth Matters | January 2009Munis 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. |
| From On Wall Street Magazine: Managed Money | March 2008 A New Frontier: Advisors need to think more like institutional investors for their high-net-worth clients. |
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WHITEPAPERS
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| Bank Loans: A Diversifying Asset – July 2008 - Friday, August 22, 2008Prima 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. |
| Fundamentals of Hedge Funds – July 2008 - Friday, August 22, 2008This 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. |
| Separately Managed Account Operations: Internal Staffing and Outsourcing Options for the Back-Office - Sunday, May 07, 2006 |
| Wrap Fee Composites: Industry Considerations in Light of the New CFA Institute Guidelines - Sunday, May 07, 2006In 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. |
| The Spitzer Complaint: Ethical and Practical Considerations For Advisors and Their Clients - Sunday, May 07, 2006Prima'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. |
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