Allocating Assets: Is it time to consider alternatives?

Posted by Tony Davidow, CIMA on Sep 17, 2020 10:08:25 AM

“Market participants willing to accept illiquidity achieve a significant edge in seeking high risk-adjusted returns. Because market players routinely overpay for liquidity, serious investors benefit by avoiding overpriced liquid securities and by embracing less liquid alternatives.” ― David F. Swensen, Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment, Fully Revised and Updated

Read More

The 70-Year History of Investment Consulting: Part 1 - 1950-1985

Posted by Ron Surz on Sep 15, 2020 9:05:21 AM

The Investments & Wealth Institute (formerly Investment Management Consultants Association) was founded in 1985 by eight investment consultants. The aim was to broaden public understanding of investment consulting and increase the professionalism of those providing consulting services through education, ethics, and certification. In the 35 years since our founding at lot has changed in the industry, however the Institute is only half as old as the industry itself.

Read More

How Market Volatility Impacted Advisors

Posted by Communications Staff on Sep 10, 2020 12:24:39 PM

Last year, the Investments & Wealth Institute, in collaboration with Charles Schwab Investment Management, Inc. and Cerulli Associates released the BeFi Barometer 2019 which examined the role behavioral finance played in advising clients and how it harnessed better outcomes.

Read More

Becoming a Behavioral Coach

Posted by Tony Davidow, CIMA on Aug 27, 2020 2:37:08 PM

Tony Davidow, CIMA® Founder and President, T.Davidow Consulting, LLC

Read More

Discipline in volatile markets is key for multifactor ETF investors

Times of extreme market volatility can be unnerving for investors, but in stressful times, changing a long-term investment plan can undermine investors' ability to achieve their investment goals. For investors in multifactor exchange-traded funds (ETFs), we believe it’s important to maintain a long-term and consistent focus in turbulent times. The size, value, and profitability premiums targeted by multifactor funds can materialize quickly, rewarding disciplined investors who are well...

Read More

If the Service Is Free, Then You’re the Product

There’s no shortage of free information out there. It’s everywhere you turn these days—social platforms, data, products, education, news, content. The sources of such information compete for your clicks, and then it’s not about adding objective value anymore. It’s about telling a story—a narrative that inevitably favors the owners’ interests over the users. But as historian and political commentator Niall Ferguson ironically explained at Schwab’s 2018 IMPACT conference in Washington, DC: ...

Read More

Topics: Insider, financial advisors

Welcome to The Institute Blog:  Investment Sense - Advanced analysis for today’s savvy advisors

Investment Sense provides expert thinking on the relevant topics that impact your business along with  updates from the Institute that will keep you up to speed on important happenings at your professional association. Industry experts—practitioners, academics and economists—will provide the latest thinking on today’s important topics, and you’ll hear from Institute volunteers and staff on association news that impacts your membership and certification.   


Subscribe Here!

Recent Posts

We encourage you to read the latest posts, share content with colleagues and peers, and let us know what you think. You can comment on a blog post or email us at with feedback.

Have ideas for future topics or interest in submitting a blog post? Email us at to let us know.