Empirical Papers

 

This series includes all papers, recaps, and newsletters published by Empirical.

Introduction to Empirical Targeted Premium Portfolios (REVISED)

In this quarterly update we are excited to announce the creation of several new equity portfolios. The Empirical Dedicated Portfolio Management Process and our continued investment in portfolio management technology is enabling continued innovation in our portfolio offerings. Empirical has created four equity portfolios in addition to our current global equity model. Relative to our standard global equity model that most of our clients have utilized to date; two of the new model portfolios are constructed with heavier allocations to aggressive asset classes such as emerging markets, value stocks and small company stocks while two of the new models carry less exposure to these asset classes. For most clients, the current model is the most appropriate option. If you are interested in learning more about our new portfolios, review the rest of this letter and contact your advisor to obtain a copy of our comprehensive document.

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