Craig Shubin

PORTFOLIO MANAGER


Using overlays to balance the yin and yang of your Non-profit portfolio

December 2016
Yin and yang; risk management and return enhancement. See how three overlay strategies can be used to potentially balance your portfolio.

Strategy Spotlight: Using overlays to balance the yin and yang of your portfolio

July 2016
There are two elements of investment management that go hand in hand with yin and yang and those are risk management and return enhancement. Good investors realize you must have both of these elements represented in a portfolio, and if you have too much of one, relative to the other, your portfolio can become unbalanced.
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