G. Michael Phillips, Ph.D. (Chief Scientist & CEO)

Econometrician and finance professor Michael Phillips has lead the development of MacroRisk’s patented and proprietary analytical tools since the beginning. An author of dozens of scholarly articles and monographs, Dr. Phillips also brings real-world experience to the table. He has been employed as a U.S. Department of Commerce economist and as a consultant to numerous corporations and financial institutions, both on Wall Street and ‘Main Street.’ In addition, he has served many times as an expert witness in federal and state courts regarding financial, economic, and statistical issues. He has degrees in mathematics and economics, and received his Ph.D. from the University of California, San Diego. Besides his role with MacroRisk Analytics, Dr. Phillips serves as Professor of Finance, Financial Planning, and Insurance at the College of Business and Economics of California State University, Northridge, where he also is the Director of the Center for Financial Planning & Investment.

Bill Jennings, Ph.D. (Chief Investment Strategist)

Bill Jennings was one of the three original members of the development team. From 2006 to summer 2013 he limited his involvement with Macrorisk Analytics and C4cast while serving as Dean of the College of Business and Economics, Vice President of University Advancement, and Foundation President at California State University, Northridge. Since leaving his University administrative roles, Dr. Jennings has returned to active involvement with MacroRisk Analytics as the Chief Investment Strategist and member of the C4cast Board of Directors. Dr. Jennings is the author of numerous scholarly publications and has extensive experience in institutional investment management. He is also the founding professor of one of the largest student-managed investment portfolios in the country. He received his Ph.D. in economics from the University of California, Los Angeles.

Robert Neff (Chief Financial Officer)

Robert Neff has served as c4cast’s Chief Financial Officer and Chief Administrative Officer since June, 2008. Previously, he served as Chief Administrative Officer and Assistant Secretary since February, 2000. Prior to joining c4cast, Mr. Neff held positions in accounting and financial management for several companies. He is a licensed Certified Public Accountant, and holds a B.S. in accounting from California State Polytechnic University, Pomona.

Steve Klein (Chief Technology Officer)

Computer scientist Steve Klein was an integral member of the original MacroRisk Analytics development team, and remains involved as a board member and technology strategist. Mr. Klein’s experience in the computer industry is extensive. As a founder and board member of The Games Network, his team developed the first commercial high-speed cable modem in 1981. More recently, he founded Singular Solutions, Inc., a developer of award-winning commercial software and hardware products. He received his B.S. in engineering from the California Institute of Technology and pursued additional graduate studies in computer science at the University of California, Los Angeles.

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Issues with asset class based portfolio construction: An analysis of mutual fund characteristics

Authors: Chong, J., Jennings, W. P., and Phillips, G. M
Published: 2015
Journal: Journal of Wealth Management, 18 (3), 37–52

Chong, J., Jennings, W. P., and Phillips, G. M. (2015). Issues with asset class based portfolio construction: An analysis of mutual fund characteristics. Journal of Wealth Management, 18(3), 37–52.

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Stutland Volatility Group

Stutland Volatility Group provides option, concentrated position and diversified portfolio strategy consulting services to institutions, family offices and advisors seeking direction on overlay investment strategies. Stutland Volatility Group also provides comprehensive portfolio analysis and option overlay strategies for individuals who wish to take advantage of market changes in volatility.

fi360

fi360® is the recognized expert on investment fiduciary responsibility and offers advisors and institutions comprehensive fiduciary education and technology solutions that comply with the industry-recognized Prudent Practices for Investment Fiduciaries, the cornerstone of the fiduciary standard.

The fi360 Toolkit for Advisors is a powerful web-based analytical and reporting software solution that offers more than 20 different areas of functionality to help advisors deliver fiduciary-quality asset allocation, portfolio construction, and performance reporting services to their clients. Its powerful investment research capabilities incorporate Morningstar data to deliver detailed performance information on every option in a client’s lineup, as well as a proprietary fi360 Fiduciary Score® that rates its suitability as a prudent investment choice.

fi360 and MacroRisk Analytics have formed a strategic relationship that provides MacroRisk subscribers 10% off their first purchase of the fi360 Toolkit for Advisors in addition to a 10% discount on the Accredited Investment Fiduciary® (AIF®) and Accredited Investment Fiduciary Analyst® (AIFA®) Designation Training programs. The AIF and AIFA Designation Training programs offer the most comprehensive education available on investment fiduciary responsibility and are delivered to thousands of investment professionals every year. For more information, call 866-390-5080 ext.228 or email solutions@fi360.com.

FinaMetrica

FinaMetrica specialises in risk tolerance and investment suitability matters. The FinaMetrica risk profiling system is based on a psychometric test of personal financial risk tolerance. Psychometrics, a blend of psychology and statistics, is the scientific discipline for testing attributes such as risk tolerance. Launched in 1998, the system is now used by 5,500 advisors in 23 countries in seven languages. To date, more than 850,000 tests have been completed. The FinaMetrica system enables advisors to make valid and reliable assessments of their clients’ risk tolerance, incorporate those assessments into the financial planning process and explain risk more meaningfully. More information: www.riskprofiling.com.

TD Ameritrade Institutional

TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisors (RIAs). Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to grow and manage their practices more efficiently and effectively, while optimizing time with clients. We provide a robust offering of products, programs, and services designed to help advisors build their businesses and do the best possible job they can to help their clients with their financial goals.

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TD Ameritrade, Inc. and MacroRisk are separate, unaffiliated companies and they are not responsible for each other’s services and products. ‘Veo® Integrated’ is an indication of programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of, MacroRisk’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by MacroRisk. Brokerage services provided exclusively by TD Ameritrade, Inc., member FINRA/SIPC.
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