News and Articles

Alesco Advisors duo invited to address ‘Women & Wealth’ at CNBC’s ETF conference

ROCHESTER, N.Y. — June 21, 2016 — Women often end up with fewer financial assets at the end of their career than their male counterparts — and that means they can afford fewer financial mistakes.

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RBJ Article Highlights West Coast Expansion

Rochester, NY - May 6, 2016 - See below for Rochester Business Journal's interview with Alesco President, Jim Gould.

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​Alesco Advisors launches new San Francisco office

SAN FRANCISCO — April 14, 2016 — Former BlackRock ETF strategists Katharine Earhart, Maya Tussing to lead West Coast expansion

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Democrat and Chronicle Feature: Alesco Advisors focusing on clients, expansion

Rochester, NY - March 12, 2016 - See below for Democrat and Chronicle reporter Jinelle Shengulette's interview with Alesco President, Jim Gould.

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Alesco Advisors named as a Rochester Top 100 Company

Rochester, NY – November 23, 2015 – Alesco Advisors LLC is pleased to announce it has again been named to the Rochester Top 100 list, an annual program recognizing the region’s fastest-growing privately-held companies. Alesco was one of only five firms in the financial services industry, and the sole investment advisor to make the list. With nearly $3 billion in assets under management, the firm secured the sixty-ninth spot.

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Alesco Advisors Ranked as One of Forbes 2015 TOP WEALTH MANAGERS

Pittsford, NY August 11, 2015 – Alesco Advisors, an SEC registered investment advisor with $2.7 billion in assets under advisement, has been recognized by Forbes as a TOP 100 WEALTH MANAGER.

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Investing as a Fiduciary

In this paper we argue that fiduciaries (those overseeing personal trusts, not-for-profit endowments, foundations and retirement plans) regardless of their personal investment philosophy, should strongly consider the use of index funds. Using passive investment vehicles will help to greatly lower the risk of poor relative investment performance, reduce costs, minimize tax liability (for personal trusts), and maximize diversification.

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Understanding TIPS - Why Own an Asset With a Negative Yield?

HOW DO TIPS WORK?Traditional treasury bonds pay a fixed interest rate semiannually until the bond’s maturity date, at which point the full face value of the bond is returned to the investor. If interest rates increase, the bond’s coupon payments would become less attractive and the price of the bond would decline accordingly.

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Creating a Successful Long-Term Investment Program for Not-for-Profit Organizations

Oversight of endowment funds for not-for-profit organizations falls to the board of directors, and most typically is carried out by a finance or investment committee. While some boards may direct their own investments, a far more common approach is to delegate decision-making authority to one or more professional investment managers in order to reduce the fiduciary burden of board members. In this scenario, the investment committee attempts to identify and hire the right managers considering various criteria, usually giving significant weight to historical investment performance. Typically, the retained managers are fired when they fail to outperform their benchmarks and a search begins for new managers to replace the outgoing managers. This costly and time-consuming cycle of chasing performance often leads to sub-par investment results and frustration for board members and management. There is a better, and more efficient, way to implement a systematic investment process using measurable criteria, besides past performance, which increases the odds of achieving the long-term investment objectives.

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Indexing: Above Average Performance from the Market Averages

Indexing is a strategy that focuses on matching the performance of a market index, for example, the S&P 500. Unlike active managers, who attempt to outperform the market benchmarks, index investors simply try to achieve the same risk/return characteristics as the market.

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