Friday, Oct 12

When the Stock Market Is Volatile, Take a Look at Global Allocation Funds

Do you mean who is the best pitcher, the best hitter, or the best shortstop?” says Joe Mallen, Chief Investment Officer at Helios Quantitative Research, which creates investment models for financial advisors and other professionals.

There are 111 distinct funds in Morningstar’s world allocation category, and everyone potentially does something different. “It’s like asking who is the best baseball player: Do you mean who is the best pitcher, the best hitter, or the best shortstop?” says Joe Mallen, Chief Investment Officer at Helios Quantitative Research, which creates investment models for financial advisors and other professionals.

 

Click to Read Full Article
Team Helios

Team Helios

Helios partners with Financial Advisors to help them grow their business, save time, and add scale to their services through enhanced asset management capabilities. Helios was founded in 2016 in Granite Bay, California.

You might also like: