Read our latest weekly commentary for November 4, 2024.
关于我们
Highland Associates is an institutional investment advisor headquartered in Birmingham, Alabama. Highland was founded specifically to help develop, implement and maintain investment management programs for institutions. We serve a national client base of investors including not-for-profit healthcare and mission-based organizations, foundations, endowments, defined benefit plans, defined contribution plans, and high-net worth individuals. As of July 31, 2024, Highland advises on approximately $20 billion in assets.
- 网站
-
https://highlandassoc.com
Highland Associates的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Birmingham，AL
- 类型
- 私人持股
- 创立
- 1987
地点
Highland Associates员工
动态
-
Highland Associates is pleased to announce Kimberley Dowdy recently joined the firm as a Client Operations and Performance Reporting Analyst where she focuses on client portfolio data analysis, generating custom performance reporting and interfacing with consultants, money managers and custodians. Prior to joining the firm, she held roles at RFG Advisory and TD Ameritrade gaining unique operational experience which complements her wealth management knowledge as a former Financial Advisor. Kimberley earned her Bachelor of Science in Sports Fitness Management from the University of Alabama and a Master of Arts in Health Education from the University of Alabama at Birmingham.?
-
-
For decades, active equity investors have gotten more tricks than treats, pushing many increasingly towards passive strategies.?This shift has only intensified in recent years with evidence that active long-only equities carry higher cost, less consistency, and often underwhelming performance compared to their passive counterparts. While passive investing was once viewed as an average, and consequently mediocre choice, it has become the prudent one for many.?Yet, as traditional equity approaches face challenges, an evolving landscape is creating a new opportunity for sophisticated investors, with a growing array of alternative equity options that seek to generate performance by combining the excess returns of less efficient strategies with a beta designed to match equity indices.? To read more about these opportunities, see our latest whitepaper.
-
Highland Associates is pleased to announce Rita Wyatt recently joined the firm as a Client Operations and Performance Reporting Analyst where she focuses on generating performance analysis, trading, custom reporting and interfacing with managers and custodians. Prior to joining the firm, she held positions at PNC Bank in the Asset Management Operations Group and at BBVA as an Investment Operations Manager for 22 years. Rita earned her Bachelor of Science in Marketing and a minor in Vocal Performance from Samford University.?
-
-
The paths of economic growth, the labor market, and inflation are far from clear, further complicating the FOMC’s efforts to properly calibrate monetary policy. As we noted last month, it seems that each and every economic data release is being interpreted as though it provides definitive evidence of where the economy is heading. Political tensions here and abroad add an additional twist to current market volatility. Our latest publication shares our view of the economy and the markets, as well as our house view on asset allocation.?