Readers of our 2013 Capital Market Assumptions will note that our return expectations are in many cases lower than the expectations that our consultant peers publish. We are aware that our assumptions are different from the crowd, but we believe that our assumptions are more grounded and realistic than
Presenting Sellwood Consulting's 2013 Capital Market Assumptions. Our forward-looking assumptions are the primary input for our asset allocation work for clients, being the input variables for mean-variance optimization, monte carlo analysis, and risk budgeting.
A number of recent articles and research pieces have caught our eye, reinforcing our belief that forward-looking returns will be challenged by current low yields in marketable asset classes -- low dividend yields in equities, and low coupon yields in fixed income. A recent article from Buttonwood's column in The
Portland, Oregon – February 4, 2013 – Sellwood Consulting LLC announced that Ruthie Zimmerman has joined the firm today. Ms. Zimmerman worked with Sellwood’s founders for more than six years at R.V. Kuhns & Associates, where she served several of the firm’s largest corporate clients ranging from defined benefit and
