July 2018

Press Release – Prudent Man Advisors Announces GIPS® Compliance

Naperville, IL – July 13, 2018 – Prudent Man Advisors, Inc. is pleased to announce that it claims compliance with the Global Investment Performance Standards (GIPS®) and has been independently verified for the period of January 1, 2007 through December 31, 2016. GIPS is a set of standardized, industry-wide ethical principles that guide investment firms on how to calculate and present their investment performance to prospective clients.  (More...)

Collateral - Pledged Securities
CUInsight.com, July 25, 2018
Posted with permission by CUInsight

By: D. James Lutter
Co-author: Todd Terrazas

Plagued over the years by scandal and risk, LIBOR appears to be on its way out. What does that mean for financial institutions?

Forward, a publication of the Financial Managers Society, July/August 2018
Posted with permission by Financial Managers Society (FMS), FMSinc.org

PMA Contributor: D. James Lutter

Market Outlook – Prudent Man Advisors outlook is for increased market volatility and limited returns in the U.S. fixed income and equity market. While economic indicators and earnings growth are trending higher, we remain skeptical of the sustainability of the U.S. economic expansion and market valuations are not particularly attractive. Thus far in 2018, market returns have evolved largely in line with our expectations. (More...)



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