NEW YORK--(BUSINESS WIRE)--A new issue of Investment Insight, published by Segal Rogerscasey, discusses why and how investors should reevaluate the role of dividend-oriented equity strategies within their overall portfolio.
The issue notes that Segal Rogerscasey’s advice in 2011 and 2012 that clients allocate a portion of their core fixed-income assets to high-quality, dividend-oriented strategies proved to be fortuitous.
Chris Thompson, Senior Vice President, Alpha Investment Research comments, “Now, we see that certain segments of the equity market, notably those that consist of larger-cap, higher-dividend paying companies, have become less attractively valued relative to broader equities. However, investor risk preferences are not universal, and this heightened valuation risk may be less relevant to investors that require higher dividends from their equity portfolio.”
This issue of Investment Insight describes the state of dividend-oriented equity strategies and offers some guidance on how investors might incorporate these views through portfolio positioning recommendations.
The full issue of Investment Insight is available here:
Segal Rogerscasey (www.segalrc.com) a member of The Segal Group, is a leading global investment solutions firm that provides innovative, client-driven consulting advice and outsourcing solutions. The firm has been in operation for more than 40 years and is one of the largest U.S.-based investment consultants. Clients include corporations, non-profit organizations, endowments, foundations, state and local governments and joint boards of trustees administering benefit plans under the Taft-Hartley Act. The firm works with financial services firms through Rogerscasey, a Division of Segal Advisors, and with Canadian clients through Segal Rogerscasey Canada.