Global Research
Global Advisers’ Global Research helps our clients and their investment managers make informed decisions.

Research Solutions

Our global research begins with the broadest measure of the overall economy, and then narrows down to individual industries and sectors. We deliver original, fundamental and technical analysis for our clients with interests in equity, fixed income, currencies, commodities, futures, and swaps. Our in-depth expertise in these fields help us cover issues concerning economics, politics, strategy, leadership, and credit for all major regions and sectors worldwide.

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Benchmarks

Our research strategy centers around different benchmarks, which are used to gauge the results of our asset allocation models. Some commonly-used benchmarks include:

3-Year Performance: Global Advisers Actively Managed Account vs. S&P 500 Stock Index (SPX). January 1, 2016-December 31, 2018.

  • Managed Account
  • S&P 500 Stock Index (SPX)
  • Bloomberg Barclays US Aggregate Bond Index [3]
*Chart is for illustrative purposes only, and should not be considered a recommendation for your own asset allocation requirements.[1] Assumes initial investment of $100,000 US on January 1, 2016; Most Aggressive Asset Allocation Model; excludes annual fee.[2]

1. See Brison, Gary P., Hood, Rudolph L., and Beebower, Gilbert L. (1986). “Determinants of Portfolio Performance,” Financial Analysts Journal vol. 42 (4), July/August pages 39-44 (reprint, 1995, Financial Analysts Journal 51 (1), pages 133-138, 50th Anniversary Issue). Gary P. Brinson, Brian D. Singer, and Gilbert L. Beebower, 1991, “Determinants of Portfolio Performance II: An Update,” Financial Analysts Journal 47 (3), pages 40-48; Roger G. Ibbotson and Paul D. Kaplan, 2000, “Does Asset Allocation Policy Explain 40, 90, or 100 Percent of Performance?”, Financial Analysts Journal 56 (1), pages 26-33.

2. The model portfolio’s asset class weightings may deviate from the sample allocation shown.

3. Source: http://performance.morningstar.com/Performance/index-c/performance-return.action?t=XIUSA000MC&region=usa&culture=en-US