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Upside Participation, Downside Protection
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Thought Leadership

thoughtWelcome to Julex’s thought leadership library, the material contained in this area provides forward-looking and thought-provoking perspectives on today’s ETF managed strategy space as well as the investment management industry. We offer timely investment strategies and solutions to help you improve your investment performance as an institution or an individual. We also encourage your feedback and suggestions so we can work together to overcome the challenges in our industry and find innovative solutions to serve our customers better.

  • Multi Asset Investment Strategies

Dynamic Multi Asset Investment Strategy for Individual Investors

All-Season Investment Strategy I: Using Economic And Technical Indicators To Protect Your Portfolio In Bear Markets

All-Season Investment Strategy II: Using Cross-Asset Momentum As A Downside Protection Mechanism

All-Season Investment Strategy III: A Low Risk Solution

  • Alternative Investments

Hedge Funds and Diminishing Returns

  • ETF Strategies

I’ll Take The High Dividend; You Take The Low Volatility – Which ETF Road To Take? Part 1

I’ll Take The High Dividend; You Take The Low Volatility – Which ETF Road To Take? Part II

 

 

 

News and Commentaries

  • Julex Market Weekly 05-19-2013 | US Stocks Set Records Again
  • Julex Market Weekly 05-12-2013 | US Stocks Ended the Week at Record Levels Again
  • Julex Market Weekly 05-05-2013 | US Stocks Rose to Record Highs
  • Julex Market Weekly 04-28-2013 | Global Markets Rallied for the Week
  • Julex Market Weekly 04-21-2013 | Global Stocks Ended Lower for the Week
  • Julex Market Weekly 04-07-2013 | S&P 500 Had Worse Week in 2013
  • Julex Market Weekly 03-31-2013 | S&P 500 Index Hit a Record High
  • Julex Market Weekly 03-24-2013 | US Stocks Ended the Week Lower and Emerging Markets Continued to Slump
  • Julex Market Weekly 03-17-2013 | US Stocks Ended the Week Higher While Emerging Markets Tumbled
  • Julex Market Weekly 03-10-2013 | Dow Jones Industrial Average Hit Record

News and Commentaries

  • Julex Market Weekly 05-19-2013 | US Stocks Set Records Again
  • Julex Market Weekly 05-12-2013 | US Stocks Ended the Week at Record Levels Again
  • Julex Market Weekly 05-05-2013 | US Stocks Rose to Record Highs

Thought Leadership

Julex provides forward-looking and thought-provoking perspectives on managed ETF and asset allocation strategies as well as the investment management industry. We encourage feedback from our colleagues and clients so we can work together to overcome the challenges facing the industry and find innovative solutions to serve the best interest of our clients. Please visit our Thought Leadership Library .

For More Information:

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Investment Quote of the Month

    "Risk is what's left over when you think you've thought of everything."
---- Carl Richards
(c) 2012 Julex Capital Management, LLC
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