Discretionary global portfolios implemented through broad long and short macro strategies across asset classes, credits, currencies, themes, styles, and volatility exposure
Target-date funds have become the default investment for many defined-contribution retirement plan participants—but an allocation to macro diversification approaches may be advantageous for managing the risks faced by those participants. We explain why in our latest white paper.
Read Macro Diversification and Target-Date Funds White Paper
Brian Singer, head of Dynamic Allocation Strategies team, spoke with the New York Times recently and shared his thoughts on the U.S. and global markets.
Brian Singer Quoted in New York Times
In a recent interview on CNBC’s “Squawk Box,” Brian Singer, CFA, partner and head of the William Blair Dynamic Allocation Strategies team, discusses how a populist movement in Greece and across Europe could impact the eurozone.
CNBC Interviews Brian Singer
In a recent interview with Barron’s, Brian Singer, co-portfolio manager of the William Blair Macro Allocation Fund, discusses how his top-down approach to portfolio management helps identify current global opportunities.
In a recent Reuters TV interview, Brian Singer, partner and co-portfolio manager of the William Blair Macro Allocation Fund, discusses how the Fund’s largest currency exposures provide a great opportunity to take advantage of large mis-pricings and provide strong diversification within the portfolio.
Brian Singer, partner and co-portfolio manager of the William Blair Macro Allocation Fund, says U.S. stocks are fundamentally expensive and discusses where he is currently finding opportunities on CNBC’s “Squawk Box.”
Brian Singer, partner and co-portfolio manager of the William Blair Macro Allocation Fund, discusses how the use of game theory within broader fundamental analysis helps address geopolitical events that influence markets on CNBC Europe’s “Worldwide Exchange” program.
Brian Singer, partner and co-portfolio manager of the William Blair Macro Allocation Fund, discusses where he is currently finding the best investment opportunities, primarily Southeast Asian currencies, on CNBC’s “Squawk Box.”
In a recent interview with TheStreet, Tom Clarke, partner and co-portfolio manager of the William Blair Macro Allocation Fund, discusses investment opportunities in a slow growth environment.
William Blair's DAS website was not affected by the "Heartbleed" bug. Learn how to help protect the security of your online passwords.
For the convenience of our clients, below we provide links to order execution data and routing information as required by the Securities and Exchange Commission rules and regulations.
NMS Rule 605 - Order Execution Information
William Blair & Company presents this order execution information pursuant to NMS Rule 605. Access our William Blair Rule 605 Data files.
The data that you will find by following the link above will provide you with an indication of the type of execution you will receive for stocks in which William Blair is a market maker. However, please be aware that the majority of the order flow executed by William Blair & Company is not covered by NMS Rule 605 due to special handling requests by customers. The execution results from this order flow will not appear in the data and may differ substantially from the results.
NMS Rule 606 - Order Routing Information
William Blair & Company presents this order routing information pursuant to NMS Rule 606. View William Blair Rule 606 Data (PDF).
William Blair takes into consideration many factors when determining where to route customers' orders. These include opportunities for price improvement, speed of execution, market depth and order size, cost of execution and the reputation of a particular venue. William Blair actively monitors the execution quality provided by the different market makers and exchanges, and routes orders to venues that have provided consistent, high-quality executions over time.
FINRA Rule 4370 requires that members and member firms establish and maintain business continuity and contingency plans relating to an emergency or significant business disruption.
Click to view William Blair & Company's Business Continuity Plan Summary (PDF).
William Blair International - Financial Reporting Council's UK Stewardship Code Disclosure
Under Rule 2.2.3R of the FSA's Conduct of Business Sourcebook, William Blair International ("WBI") is required to include a disclosure about the nature of its commitment to the UK Financial Reporting Council's Stewardship Code (the "Code") or, where it does not commit to the Code, its alternative investment strategy. The Code is a voluntary code and sets out a number of principles relating to engagement by investors with UK equity issuers. Investors that commit to the Code can either comply with it in full or choose not to comply with aspects of the Code, in which case they are required to explain their non compliance. We have detailed below the reasons why WBI has chosen not to commit to the Code.
WBI pursues a long only global equity strategy that involves it investing in global equities, including UK equities. The Code is therefore relevant to some aspects of WBI's trading. While WBI generally supports the objectives that underlie the Code, WBI has chosen not to commit to the Code. WBI invests in a variety of asset classes and in a variety of jurisdictions globally. The policies of the WBI in relation to engagement with issuers and their management are determined globally. WBI takes a consistent global approach to engagement with issuers and their management in all of the jurisdictions in which it invests and, consequently, does not consider it appropriate to commit to any particular voluntary code of practice relating to any individual jurisdiction.