---
title: Wealth Management Blog | WrapManager (72)
description: Helpful tips, tactics and information about investment planning, money manager research, and managing your retirement. (72)
---

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# WrapManager's Wealth Management Blog

When life changes, we can help you thoughtfully respond.

### [Macroeconomic Backdrop Continues to Improve - BlackRock](https://www.letsassemble.com/wealth-management-blog/macroeconomic_backdrop_continues_to_improve_-_blackrock)

 Posted by [ Gabriel Burczyk | Founder & CEO ](https://www.letsassemble.com/wealth-management-blog/author/gabriel-burczyk)

February 23, 2012

Chief Equity Strategist at BlackRock Bob Doll reviews the improving economic backdrop of the US and around the globe. President Obama's proposed dividend income tax increase is also discussed. "The general economic trend in the United States over the past couple of months has been that positive surprises have outweighed negative ones and the overall tone of the data shows that economic improvements are continuing. The labor market in particular has been accelerating, with jobless claims on a noticeable downward trend. Even the housing market, which has long been a source of weakness, has begun to show some signs of life."

[Download Full Commmentary Here](http://admin.wrapmanager.com/images/uploads/pdfs/BlackRock_Macroeconomic_Backdrop_Improves.pdf)

[Get Free Research Reports about Blackrock Inc](http://www.wrapmanager.com/money-manager-research/blackrock_inc)

[[+] Read More](https://www.letsassemble.com/wealth-management-blog/macroeconomic_backdrop_continues_to_improve_-_blackrock)

[Blackrock Inc](https://www.letsassemble.com/wealth-management-blog/topic/blackrock-inc)

### [Roosevelt Investments Adds Mesirow Financial's International Equity Team](https://www.letsassemble.com/wealth-management-blog/roosevelt_investments_adds_mesirow_financials_international_equity_team)

February 1, 2012

 Money manager Roosevelt Investments has hired Mesirow Financial's international equity team in an effort to expand Roosevelt's product offering. The deal, expected to close Tuesday January 31, 2012, would bring over the seven-person Mesirow team lead by Leila Heckman, Ph.D. and includes John Mullin, Ph.D., and Vijay Chopra, Ph.D. Together, the team manages $300 million in four international and global equity strategies based on proprietary quantitative research processes. Learn more about Mesirow Financial here. Get Free Research Reports about Roosevelt Investment Group [[+] Read More](https://www.letsassemble.com/wealth-management-blog/roosevelt_investments_adds_mesirow_financials_international_equity_team)

### [Hard to Envision an Italian Default - Federated Investors](https://www.letsassemble.com/wealth-management-blog/hard_to_envision_an_italian_default_federated_investors)

January 28, 2012

 Chief Investment Officer of equities at Federated Investors, Stephen Auth, examines the sovereign debt situation in Italy and the chances of Italy defaulting. "It's one thing if Greece were to default (though that's looking less likely); it's entirely another if the euro-zone’s third-largest economy struggles to pay up. The worry is that nearly $260 billion of Italy's sovereign debt rolls over this year, with a significant chunk coming due next month. If investor appetite for Italian debt doesn't hold up, Italian bond yields may spike, Spain may follow and the risk-off trade is back on with a vengeance. We think this sort of thinking is misguided." Download Full Commmentary Here Get Free Research Reports about Federated Investors Inc [[+] Read More](https://www.letsassemble.com/wealth-management-blog/hard_to_envision_an_italian_default_federated_investors)

### [Time to Move Into "Risk" Assets - BlackRock](https://www.letsassemble.com/wealth-management-blog/time_to_move_into_risk_assets_blackrock)

January 9, 2012

 Chief Equity Strategist for BlackRock Bob Doll reviews their asset allocation outlook for 2012. Their equity, fixed income and municipal fixed income outlooks for 2012 are also discussed. "Conditions have improved compared to last quarter, with the US economy showing signs of acceleration and European policymakers moving further along the path of progress. With the bearish tone receding, investors should consider moving into "risk" assets and out of "safe" assets, especially on pullbacks." Download Full Commmentary Here Get Free Research Reports about Blackrock Inc [[+] Read More](https://www.letsassemble.com/wealth-management-blog/time_to_move_into_risk_assets_blackrock)

### [SEC Unveils the Aberrational Performance Inquiry for Hedge Funds](https://www.letsassemble.com/wealth-management-blog/sec_unveils_the_aberrational_performance_inquiry_for_hedge_funds)

December 23, 2011

 A recent compliance alert from ACA Compliance Group describes the SEC's initiative to combat fraud in hedge funds, known as the Aberrational Performance Inquiry. The program "aims to identify "abnormal" fund performance, that is, fund performance that is inconsistent with fund strategies and/or benchmarks." In an attempt to "thwart various illegal practices," the SEC "will pay particular attention to returns consistently greater than three percent of their respective market index." Source: ACA Compliance Group Download Full Commmentary Here [[+] Read More](https://www.letsassemble.com/wealth-management-blog/sec_unveils_the_aberrational_performance_inquiry_for_hedge_funds)

### [Windhaven Misses Its 12-Month Benchmarks Again but Still Hits Asset-Gathering Mark](https://www.letsassemble.com/wealth-management-blog/windhaven_misses_its_12-month_benchmarks_again)

December 18, 2011

 RIABiz, an online publication geared towards financial advisors, recently reported on money manager Windhaven Investment Management's year to date performance and asset growth. "Since Charles Schwab & Co. acquired it a year ago, the Boston-based money manager's assets have surged 77% - to $8 billion from $4.5 billion." Windhaven's "three portfolios underperformed their benchmarks for the 12-month period ended October 31, but the company is raking in assets despite the relatively low returns." WrapManager has repeatedly advised against chasing recent past performance. Investors are often attracted to the latest 'hot' manager and the associated recent returns. Click here to download our report about the dangers of chasing past performance. We illustrate these dangers using Churchill Management Group’s performance as an example. "Windhaven's portfolios," as the article continues, "comprising primarily exchange-traded funds, are built to help investors weather bad markets by lessening their risk while often not generating quite as much return in an up market." "The three strategies are performing as expected, over the long term - which is what they are designed to do," says Bryan Olson, president of Windhaven. "While the long-term growth is strong, Olson concedes that these funds typically do better in a down market but won't perform as well in an up-tick." This can be seen during the market turmoil of 2008. To learn more about Windhaven, their strategies, and Windhaven's performance, simply click here and request the information you would like. Source: RIABiz Get Free Research Reports about Windhaven Investment Management [[+] Read More](https://www.letsassemble.com/wealth-management-blog/windhaven_misses_its_12-month_benchmarks_again)

### [CEO of Legg Mason Subsidiary, ClearBridge Advisors, Out](https://www.letsassemble.com/wealth-management-blog/ceo_of_legg_mason_subsidiary_clearbridge_advisors_out)

December 15, 2011

 Money manager ClearBridge advisors notified clients on December 1st, 2011 of CEO Peter Sundman's departure. Part of the reason behind the departure is cost, although other details were not available. Any material impact on the investment teams at ClearBridge seems unlikely as the investment teams and Chief Investment Officer remain in place. The position will not be filled with a replacement and instead the CEO responsibilities will be consolidated with those of ClearBridge President Terrence Murphy. Murphy served as the Chief Operating Officer at ClearBridge since 2006 and was promoted to President in 2011. Prior to his work at ClearBridge, he was part of the Citigroup Asset Management team holding positions as director of planning and analysis and chief financial officer. Source: Morningstar Advisors [[+] Read More](https://www.letsassemble.com/wealth-management-blog/ceo_of_legg_mason_subsidiary_clearbridge_advisors_out)

### [Special European Market Update - Navellier](https://www.letsassemble.com/wealth-management-blog/special_european_market_update_-_navellier)

November 10, 2011

 With the dramatic events in Europe over the last few days, Louis Navellier is out with a special market update describing what's going on. "What is killing Greece and Italy is that their cumulative budget deficits are larger than the U.S. relative to GDP. When interest rates were low, both Greece and Italy could manage their interest burdens, but now that both countries are characterized by soaring interest rates, they have hit their respective breaking points." Download Full Commmentary Here Get Free Research Reports about Navellier & Associates, Inc. [[+] Read More](https://www.letsassemble.com/wealth-management-blog/special_european_market_update_-_navellier)

### [Choppy Markets Continue - Churchill Management Group](https://www.letsassemble.com/wealth-management-blog/choppy_markets_continue_churchill_management_group)

November 5, 2011

 Churchill Management Group’s latest commentary focuses on the market rallies and weak technical indicators. “It continues to appear we are in that choppy period. The risk of being whipsawed during short-term rallies is high, so we will want to proceed with caution to ensure that the table is set for a sustainable run that will have legs and not just one that is bouncing around within a trading range.” Download Churchill’s Full Commentary Here Get Free Research Reports about Churchill Management Group [[+] Read More](https://www.letsassemble.com/wealth-management-blog/choppy_markets_continue_churchill_management_group)

### [Third Quarter Portfolio and Market Review - Eagle Asset Management](https://www.letsassemble.com/wealth-management-blog/third_quarter_portfolio_and_market_review_eagle_asset_management)

November 3, 2011

 Eagle Asset Management reviews the performance of their Small Cap Growth portfolio and the markets in their third quarter update. "The market was hit in the third quarter by a triple play that began with lower estimates of domestic growth, followed by the financial crisis in Europe and, most recently, growth forecasts slowing in China. We believe the lower estimates in domestic growth and associated financial issues already have been discounted in the current pricing environment." Download Full Commmentary Here Get Free Research Reports about Eagle Asset Management Inc [[+] Read More](https://www.letsassemble.com/wealth-management-blog/third_quarter_portfolio_and_market_review_eagle_asset_management)

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[**Seton McAndrews, **CFP®   
Vice President - Investments](http://www.wrapmanager.com/wealth-management-blog/author/seton-mcandrews)**  
**

[![DougProfessionalWhiteBackgroundSmall2](https://www.wrapmanager.com/hubfs/DougProfessionalWhiteBackgroundSmall2.png "DougProfessionalWhiteBackgroundSmall2")](http://www.wrapmanager.com/wealth-management-blog/author/doug-hutchinson)

**[Doug Hutchinson,](http://www.wrapmanager.com/wealth-management-blog/author/doug-hutchinson) **[CFA®  
Director of Research and Trading](http://www.wrapmanager.com/wealth-management-blog/author/doug-hutchinson)

[![KatieProfessionalWhiteBackgroundSmall](https://www.wrapmanager.com/hubfs/KatieProfessionalWhiteBackgroundSmall.png "KatieProfessionalWhiteBackgroundSmall")](https://www.wrapmanager.com/wealth-management-blog/author/katie-oconnor)

[**Katie O'Connor,**  
Director of Client Services](https://www.wrapmanager.com/wealth-management-blog/author/katie-oconnor)

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