Tactical investing news, views and resources for financial advisors
CMG Capital Management Group is a pioneer in tactical investment strategies. CMG also manages some of the first tactical ETF strategies to be covered by Morningstar.
The new Morningstar ETF Managed Portfolios coverage includes CMG Opportunistic All Asset ETF Strategy and CMG Tactical Rotation Strategy.
The Morningstar ETF Managed Portfolios universe encompasses 600+ strategies from 151 firms, representing $103 billion in assets.
Steve Blumenthal, CEO, CMG Capital Management Group
CMG Capital Management Group CEO Steve Blumenthal will be at the Morningstar ETF Conference in Chicago tomorrow through Friday.
Some of the ETF landscape’s sharpest minds will be on hand to help sort out the complexities, theories, and opportunities surrounding ETFs.
If you’re at the Conference catch Steve on a panel discussion. Steve joins Robert Smith, from Sage Advisory, and Morningstar moderator David Sekera on Friday, Sept. 19, 9:40 a.m. – 10:30 a.m. for Breakout Session 5, Managed Portfolios. Facing the Fed-induced Headwinds.
Follow the Conference on Twitter: #MStarETFUS.
PJ Grzywacz
President, Chief Compliance Officer
CMG
In February, we launched CMG AdvisorCentral with our white paper titled “Understanding Tactical Investment Strategies.” The paper was our endeavor to define tactical strategies in a constantly evolving industry. Financial innovation, while providing investors better ways to build portfolios, has created a need for education and the clear classification of strategies, benchmarks and peer groups.
The growth of the mutual fund industry and the increased participation of retail investors, in the 1980s in particular, drove a need to educate investors and to help them sort through the various mutual funds. The 80’s bull market for stocks and bonds drove investors’ demand for funds as well as their demand for information.
It was in this environment in 1984 that Joe Mansueto decided to start selling the Mutual Fund Sourcebook, Morningstar’s first product. The next year, the company debuted the Morningstar Rating for mutual funds. Fast forward 30 years, Morningstar has broadened its mission: it is now the largest provider of independent investment research in North America, Europe, Australia and Asia. Morningstar provides data on over 
400,000 investment offerings, expanding well beyond the 400 mutual funds featured in the original sourcebook.