White Papers

Trend Following: A Precision Tool for True Portfolio Diversification

May 5, 2016

We receive many questions about what defines a trend-following strategy, how they work and when they are designed to outperform. We compiled answers to these questions in this primer.

The Free Lunch Effect: The Value of Decoupling Diversification and Risk

April 29, 2016

In this piece, we will discuss why thinking about diversification and risk independently may help investors build more efficient portfolios. In particular, we introduce a way to think about the diversification potential of portfolios, or the Free Lunch Effect.

What Income-Seeking Investors Should Know about REIT Preferreds

April 1, 2016

A Q&A with managing director and senior portfolio manager Joel Beam and senior analyst John Palmer of the Salient Real Estate Team.

The Three T’s

April 1, 2016

Salient’s mission is to help investors build truly diversified portfolios. In his recent whitepaper, Jeremy Radcliffe, Salient president and chief strategy officer, discusses our belief that one of the most important things an investor can do is assess the risk contribution coming from various asset classes.

The Dividend Signal: Uncovering Global Growth Opportunities

March 31, 2016

Many investors are seeking to achieve diversified, well-balanced exposure to growth opportunities. Senior portfolio manager, David Ruff, discusses how an actively managed, research-based dividend strategy can provide investors with growth, income and risk management.

2016 Market Outlook

January 5, 2016

As we approach the eighth year of this current market expansion, we would like to provide you with our thoughts on market positioning…

Strategies for Weathering Rising Interest Rates

September 1, 2015

Interest rate risk continues to be at the top of the list of topics discussed among investors, consultants and advisors today. Many options exist for those who are looking to shift exposures away from low-yielding bonds to other types of income-producing strategies. In our new whitepaper, we examine some of the income-producing options Salient offers that may help investors’ portfolios weather rising interest rates.

Frontier Markets: Weighing the Risks

July 1, 2015

A growing number of investors are looking to capitalize on the next wave of global development through an investment in frontier markets, but to fully understand the risk profile of the asset class, investors need to look past common assumptions and misconceptions. Read our whitepaper by Senior Portfolio Manager, Nathan Rowader, to learn more about how frontier markets may offer growth potential, low correlations within markets and with other asset classes, and relatively attractive valuations.


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