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INSIGHTS

 


White Papers
Every quarter, Canterbury's Outsourced CIO committee shares their observations of the market that impact the management of our discretionary portfolios in the Canterbury OCIO Review. The second quarter was fairly volatile for the global financial markets. Concerns over tighter financial conditions, renewed dollar stren…
White Papers
Taxable investors should consider the impact of excess return expectations, fees, and tax drag on their portfolios. A diversified mix between active, passive, and tax-managed equity strategies can lead to superior after-tax returns. This white paper summarizes Canterbury’s views on constructing equity portfolios while …
White Papers
Master limited partnerships (MLPs) serve an important role in a diversified investment portfolio. In addition to an attractive total return, MLPs provide portfolio diversification and a potential hedge against unanticipated inflation. A master limited partnership (MLP) is a publicly traded partnership that receives pre…
White Papers
The active versus passive investment management discussion has intensified as of late due to active management’s recent inability to outpace their passive benchmarks. Some may have a knee-jerk inclination to fire an underperforming manager, but the data show that investors are better off staying the course. A 2012 stud…
White Papers
This paper seeks to identify the correct fit for publicly traded REITs in a diversified investment portfolio. We explore the merits of REITs for the three categories that form broad portfolio diversification: growth, capital preservation, and inflation protection. A REIT is a security that invests in real estate throug…