Ideas

December 14, 2017

Glenmede appoints Samantha Lowry as Director of Institutional Markets.

December 7, 2017

GIM announced the appointment of Jordan Irving as a portfolio manager on its Small & Mid Cap Equity team.

October 18, 2017

The third quarter of each year is often typecast as a challenging stretch for markets and is historically the weakest quarter of the year. While the escalating rhetoric between the U.S. and North Korea and natural disasters certainly had the opportunity to derail risk assets globally, realized returns reflected another stable quarter with solid growth.

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July 18, 2017

Relative to the positive asset class returns across the board at the start of the year, the continuing upward market trajectory in the second quarter may be perceived as “more of the same.” Underneath the surface, however, the second quarter served as a reality check for investors.

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May 22, 2017

Sean Heron discusses the volatility risk premium at the CFA Institute’s 70th Annual Conference.

April 17, 2017

The start of 2017 was a stark but welcomed contrast to the prior year. In January 2016, U.S. markets experienced one of their worst starts in history ― hampered by concerns of slowing global growth, bottoming oil prices, and an impending election season. This January, these worries seemed far from investors’ minds. Domestic and international markets took economic and political news in stride, shrugging off uncertainty as most regions, asset classes, and sectors generated positive returns for the quarter.

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January 23, 2017

As we begin 2017, we pause to reflect on what transpired in the market over the last quarter and year. Among concerns of an economic slowdown in China, the U.K.’s vote to leave the E.U., the U.S. presidential election, and speculation of global monetary policy action, uncertainty and headline risk were the dominant themes in 2016. However, fourth-quarter and year-to-date returns seem to suggest market normalcy, with the S&P 500 up 3.8% for the quarter and 12.0% for the year.

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October 18, 2016

At the end of the second quarter, uncertainty seemed certain as economists and analysts scrambled to assess the impact of the U.K.’s impending exit from the E.U. The initial knee-jerk reaction caused the S&P 500 Index to drop 5.3% in the two days following the Brexit vote. Surprisingly, however, the third quarter was marked by relative stability, despite mixed economic data: U.S. PMI estimates missed in both the manufacturing and service sectors, corporate profits were reported to have declined $24B during the second quarter, and real GDP growth estimates were lower than expected.

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March 31, 2016

Val de Vassal, CFA, Portfolio Manager, Quantitative Equity Strategies, received the 2016 Lipper Award for Excellence in Fund Management. (See important disclosures at the bottom of this page)

January 1, 2016

Academy Award nominee, The Revenant, famously includes a scene in which star Leonardo DiCaprio’s character is brutally mauled by a grizzly bear. For investors watching the film, the scene may be an unwelcome reminder of this year’s volatile stock market.

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December 1, 2015

Glenmede's approach to investment management seeks to integrate the right information with multi-disciplinary expertise and carefully developed, rigorously tested analytical models. When it comes to understanding what really drives performance and risk at the corporate, sector and macroeconomic levels, we believe in digging deeper. Our goal is to identify critical factors, and then quantify the relationships among them into multi-dimensional analytic models from which more accurate predictions may emerge. We couple innovative thinking with rigorous, ongoing testing and evaluation to help ensure that every aspect of our analytical process contributes to potentially better outcomes.

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December 1, 2015

A Disciplined, Consistent Approach to Creating Value, offers greater insight into Glenmede's distinctive investment philosophy and process and the tools that enable us to evaluate securities.

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