Appeared on the South Carolina Business Review program hosted by Mark Switzer on South Carolina Public Radio a few months ago. You can listen to the interview explaining the recent trends in the ETF world here.
Broad overview of the framework can be found here.
A white paper on constructing global equity portfolios using single-country ETFs published by Borealis Global Advisory can be accessed below. The paper has three broad sections and is summarized below. The paper explores the challenges and opportunities of constructing a global equity portfolio, which Borealis Global Advisory approaches with a novel multi-pillar paradigm using single-country… Read More »
The last five years have indeed been a difficult time for international investing. The MSCI-ACWI Ex-US index over this span has trailed the S&P 500 by some 85%. It is no wonder that most local advisors I talk to have limited exposure to the international space. But we see this as a big opportunity. (READ… Read More »
Borealis Global Advisory has recently completed the 3rd iteration of its patent application for a “Semi-active Equity Portfolio and a Device for Tactical Allocation Changes”. It sounds a bit like an academic paper and to some degree the patent application is. Our patent application describes a process where an index (or portfolio) can be created… Read More »