In an effort to deliver world-class educational offerings, IMCA provides fresh, compelling, relevant content for the investment consulting and wealth management industry. These offerings are updated monthly and focus on four key topic areas: institutional consulting, wealth management, investment trends, and best practices. Return each month to explore the newest contributions. 

A Role for Hedged Equity in Portfolio Risk Management
Published in Investments & Wealth Monitor, July/August 2011

By all accounts, the past decade has been a difficult one for stock investors. Although stocks performed strongly at times, these periods were counterbalanced by two distinct bear markets during which most investors’ portfolio balances were substantially reduced. For many, especially baby boomers, this could not have come at a worse time. Read the article.