Summit Global Investments

Investment outcomes are influenced by market returns as well as investor behavior during changing conditions. A structured investment process and framework can help portfolios remain aligned with long-term objectives despite volatility increases. tinyurl.com/2zjva9zf

Summit Global wouldn’t be the firm it is today without the dedication, talent and leadership of the women who have helped our firm grow. We express thanks and gratitude to the women in our lives-in our firm, in our industry, and in our families. We celebrate you.

Market volatility sounds scary, but at its core just means prices move up & down - a little or a lot. Big swings in the market don’t have to shake your confidence. Understanding what volatility is and why it happens can help you put it in perspective. sgiam.com/API/0.9/files/…

confidence in your financial situation. Financial well-being can directly impact happiness – we're here to help. Happy International Day of Happiness! Your friends at Summit Global

can make it feel impossible to be happy. Whether you're worried about paying off debt, buying a home, or future planning, a financial advisor can help alleviate some of that stress. Working with you to create a personalized financial plan, an advisor can help you gain control and

The International Day of Happiness was established in 2012. Observed globally, it serves to remind us that being happy is a human right and worth celebrating! Financial concerns can be overwhelming. Listed as one of life's biggest stressors, worries about money

Financial markets have always moved in cycles. Periods of stability and growth are inevitably followed by volatility and uncertainty. During these moments, the value of professional financial advice becomes especially clear. sgiam.com/API/0.9/files/…

#ETF mechanics extend beyond trading convenience. The in-kind creation and redemption process can influence #taxefficiency and market pricing alignment. Structural considerations remain an important element in evaluating portfolio vehicles. sgiam.com/API/0.9/files/…

Volatility is a structural feature of markets, not an anomaly. Maintaining allocation alignment and avoiding reactionary decisions can be just as important as security selection. sgiam.com/API/0.9/files/… #MarketVolatility #InvestmentStrategy

How did trading evolve from chalkboards and paper tickets to algorithms operating in microseconds? Robin Kaukonen, Sr. Portfolio & Trading Manager, shares perspective on how technology reshaped modern markets, and why it matters for investors. sgiam.com/API/0.9/files/…

Not sure of the difference between a Buy Side option trading shop and a Sell Side option trading shop? SGI's Senior Derivatives Manager, Tony Hozian, shares his perspective on what truly separates them. sgiam.com/API/0.9/files/… #BuySide #SellSide #Options

In our latest paper Aash Shah, SGI Head of Investments, examines: • Valuation gap btwn U.S. & international markets • Dividend yield differentials • Currency diversification benefits • Regional catalysts in Europe, Japan, & emerging markets

Data suggests "US exceptionalism" trade is maturing, and the risk of ignoring the other 75% of the global economy have never been higher. For advisors, the argument for international diversification isn't just about theory, but about navigating a structural shift in the markets.

For years, the conversation around international investing was often one of "why bother?" As the S&P 500—fueled by a handful of tech titans—consistently outperformed the rest of the world, home-country bias became a winning strategy.

The #ETF structure incorporates a creation and redemption mechanism that can support liquidity & pricing efficiency. While often associated with cost advantages, structural features are a key component of how ETFs function within portfolio construction. sgiam.com/API/0.9/files/…

why they matter, and what role they play in the investment process at SGI. sgiam.com/API/0.9/files/… #SGI #QuantitativeInvesting #Investing

Quantitative investing is a systematic, data-driven, and rule-based method that seeks to remove emotional bias from the decision-making process. Aash Shah, Head of Investments, explains the differences between quantitative and fundamental investing,

Real investing isn’t about chasing trends-it’s about understanding risk, staying disciplined, and building portfolios that can adapt as markets change. tinyurl.com/4ukv8hnm

Volatile markets can tempt investors to react quickly, but long-term success often comes from consistency. CEO Dave Harden discusses why staying invested, remaining disciplined, and avoiding emotional decision-making can help keep portfolios on track. sgifiles.s3.us-west-2.amazonaws.com/pdfs/12215.pdf

Markets aren’t short on headlines — but navigating them takes more than reacting in real time. A managed-risk approach focuses not just on returns, but on helping investors stay invested and manage the ride through changing market conditions. youtu.be/d8bGpfX1dwM?si…