Sellwood Insights

Updates about our firm, markets, and our investment research.

This holiday season, we gave back to our community in two ways. First, our staff spent half of a day volunteering at MacDonald Center, a Portland nonprofit organization whose mission is to "nurture the body, mind and spirit of the forgotten poor in Old Town-Downtown Portland by building connections
There are too many investment managers in the world, and one of our primary tasks is identifying the very slim minority of them that deserve to manage our clients’ assets. In 1991, William Sharpe published The Arithmetic of Active Management, in which he persuasively concluded, because all markets are
Sellwood Consulting’s 2015 Capital Market Assumptions are now available. These 10-year forward looking assumptions of asset class return, risk, and correlation are the key input variables for our client asset allocation work, including mean-variance optimization, Monte Carlo analysis, and risk budgeting.
Our firm and families spent the morning of this year's Martin Luther King, Jr., holiday planting trees. The event, organized by local charity Friends of Trees, saw volunteers plant 500 native trees and shrubs in a local community park.
How we stayed merry in 2014: We welcomed 6 new clients: A non-profit organization. A corporate retirement plan

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