A Strategic Look at the Future of Portfolio Management

[It can be argued that professional investors need and deserve better market intelligence.

Ultimus 2026 Summit Review – The State of the Asset Management Industry

The recent Ultimus 2026 Client Summit provided an informative industry event designed to offer an insightful update on the state of the asset management Industry for both registered and private asset managers and RIA clients.

A Multi-Asset Income Approach That Redefines Balanced Investing

[A number of investment strategies were born specifically from a desire to solve personal, real-world problems or unmet investor needs.

Tax-Managed Investing – Pursuing Optimal Outcomes for Taxable Assets

[Maximizing after-tax returns by combining superior stock selection with rigorous and active tax management, once only available to UHNW investors, has become an integrated investment option with growing accessibility to the mass investm

The H-Factor and Unpriced Behavioral Risk

[A novel way to think about portfolio risk is providing a provocative challenge to conventional portfolio management wisdom.

Megatrends: Investing in Companies That Can Change the World

[“Investing in the future” is the holy grail of growth investing for some investment managers.

Expanding the Opportunity Set for “High Yield” Investing

[The capital structures of companies in the high-yield universe have expanded greatly from traditional high-yield bonds to an array of alternative financing solutions that include bank loans and private credit.