Bill Hortz

Tampa

Contributor at Advisorpedia

Founder, Dean and Writer at Institute for Innovation Development

I commerce in strategic thinking, innovation creation, strategic account mgmt.

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Articles

How to Analyze Public and Private Portfolios Together: A Game-Changer for Wealth Managers

1 week ago | advisorpedia.com | Bill Hortz

The adoption of alternative investment options inside client portfolios has been driven by greater accessibility and the search for higher returns, better diversification, and enhanced risk mitigation. Additionally, the growing sophistication of investors and their desire for personalized strategies are pushing advisors to explore alternative options.
The Search for New Age Alpha - Avoiding the Losers

1 week ago | wealthtender.com | Bill Hortz

[Sometimes the search for alpha and risk management takes us on interesting journeys. This is especially so when we experience that some of our established strategies of diversification and performance management might not be working as well as we would have thought. Knowing that you can be fooled by randomness in your journey, you realize that you need to avoid the use of vague and ambiguous information. You may just need to rely on the use of probabilities versus trying to forecast the future.
The Search for New Age Alpha: Avoiding the Losers

1 week ago | advisorpedia.com | Bill Hortz

Sometimes the search for alpha and risk management takes us on interesting journeys. This is especially so when we experience that some of our established strategies of diversification and performance management might not be working as well as we would have thought. Knowing that you can be fooled by randomness in your journey, you realize that you need to avoid the use of vague and ambiguous information. You may just need to rely on the use of probabilities versus trying to forecast the future.
Going Beyond Active and Passive Investment Thinking

3 weeks ago | wealthtender.com | Bill Hortz

[Most investors, even many professionals, run from volatility or build walls to protect from it, seeing it as a major form of risk. Others get prepared and run to volatility with a specialized toolkit to capture alpha from it, seeing it as a major form of opportunity.
Going Beyond Active and Passive Investment Thinking

3 weeks ago | advisorpedia.com | Bill Hortz

Most investors, even many professionals, run from volatility or build walls to protect from it, seeing it as a major form of risk. Others get prepared and run to volatility with a specialized toolkit to capture alpha from it, seeing it as a major form of opportunity.
Enhancing Market Intelligence and Calling Market Reversals

1 month ago | advisorpedia.com | Bill Hortz

With the current global disruption in the markets, there is a growing call for enhanced market intelligence and a heightened respect for price trend analysis. Advanced analytics can help investment managers navigate an increasingly volatile marketplace by helping them identify and validate early any developing negative trend reversals to avoid and position themselves for positive trend support before they escalate.
Enhancing Market Intelligence and Calling Market Reversals

1 month ago | wealthtender.com | Bill Hortz

[With the current global disruption in the markets, there is a growing call for enhanced market intelligence and heightened attention to price trend analysis. Advanced analytics can help investment managers navigate an increasingly volatile marketplace by helping them identify and validate early any developing negative trend reversals to avoid and position themselves for positive trend support before they escalate.
Wealth Management Personalization and Alignment - Solving the Tension

1 month ago | wealthtender.com | Bill Hortz

[The growing trend of clients demanding more personalization from their advisors and investments has the wealth management industry grappling with the operational tension that creates. As many wealth managers use a range of pre-built model portfolios by their home office investment teams to ensure proper allocation guidelines and compliance, there is a growing need to balance the specific deployment of these model portfolios with the need to satisfy the requirements of individual clients.
Wealth Management Personalization and Alignment - Solving the Tension

1 month ago | advisorpedia.com | Bill Hortz

The growing trend of clients demanding more personalization from their advisors and investments has the wealth management industry grappling with the operational tension that creates. As many wealth managers use a range of pre-built model portfolios by their home office investment teams to ensure proper allocation guidelines and compliance, there is a growing need to balance the specific deployment of these model portfolios with the need to satisfy the requirements of individual clients.
The Current Tailwinds and Rip Currents Underlying Today’s Stock Prices

1 month ago | advisorpedia.com | Bill Hortz

With growing uncertainty, markets are under pressure rapidly rotating through new opportunities and risks that seemingly are emerging almost weekly. This market dynamic of accelerating price trends is alternatingly creating strong positive tailwinds and dangerous rip currents that can pull down a manager’s performance.