2016 Strategist of the Year

JAForlines Global

Awarded

2016 "Strategist of the Year"
by Envestnet, Inc. and Investment Advisor magazine

 

JAForlines Global was named 2016 "Strategist of the Year" at the 12th annual "SMA Manager & Strategist of the Year" Awards.


The awards honor best-in-class portfolio managers and was presented during the 2016 Envestnet Advisor Summit. Investment Advisor magazine featured JAForlines in its July 2016 issue. Read the Article

 


 

John Forlines spoke with ThinkAdvisor’s Bernice Napach at the 2016 Envestnet Advisor Summit

 

John Forlines Interview with ThinkAdvisor’s Bernice Napach

John Forlines spoke with ThinkAdvisor’s Bernice Napach at the 2016 Envestnet Advisor Summit in Chicago in May to talk about his firm’s Global Tactical Allocation strategy, the dramatic growth of ETFs and why black swan events don’t matter much to fundamentals.

Watch the video on ThinkAdvisor's website


 

"Behind any top-performing strategy is a top-performing investment manager"

- Tim Clift, Chief Investment Strategist at Envestnet | PMC

 


 

Three reasons to consider the JAForlines Product Suite:

  1. The JAForlines strategy is differentiated by a fundamentally-driven, global macro approach to constructing ETF-based portfolios.
  2. The top-down investment approach focuses on the credit cycle as the primary driver of returns in the three global asset classes - Equities, Fixed-Income, and Alternatives, including commodities and real estate.
  3. JAForlines begins with long-term secular investment themes while using a flexible, multi-asset investment approach to dynamically adjust the portfolio's risk profile and tactically position the strategy in anticipation of changes within the global markets.

About JAForlines Global

JAForlines has been acquired by and operates through W.E. Donoghue & Co., LLC.
W.E. Donoghue is a registered investment adviser with United States Securities and Exchange Commission in accordance with the Investment Advisers Act of 1940.

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Contact Details

W.E. Donoghue & Co., LLC
Tel: (516) 609-3370
Email: info@donoghue.com