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BPV’s Research department recently brought you a high-level view on a relatively recent investment metric: active share. During that piece, we also discussed the measurement of tracking error. To review, active share is the percentage of the fund’s portfolio that differs from its benchmark. Tracking error is a measure of how closely the return of a portfolio follows the return of an index to which it is benchmarked. While they ultimately measure different things, these two measures can work together…

EasilyDo - Virtual Personal Assistant

This is an update on EasilyDo, a great virtual personal assistant, application available for iOS and Android device.


Why is U.S. economic growth stagnant despite positive data? 2015 began with high expectations for the U.S. economy. As 2014 closed, the average price of gasoline in the U.S. fell 45% to $2.03, its lowest level since the financial crisis. Moving into the new year, the nation’s employment situation continued to improve, with job growth averaging 336,000 new jobs per month from December through February, the fastest three months of growth since 1997. Mortgage rates have continued to fall, making…

hearsay podcast flattened

KNOXVILLE, Tenn., February 23, 2015 — BPV Chief Marketing Officer Jeremy Floyd was featured today on Hearsay Social’s podcast channel speaking with Victor Gaxiola, Customer Advocacy Manager at Hearsay Social. In the interview, the two speak at length about exploring social, mobile, and digital technologies that are changing client expectations, brand development, and inbound marketing. To listen to the podcast, click here.

Image originally posted on investmentnews.com

Image above from www.investmentnews.com KNOXVILLE, Tenn., February 13, 2015 – Investment News published a new article from Back Porch Vista CEO Mike West today. Titled “The paradox of choice: Can you have too many investment options?”, the piece contributes to Investment News’s “Outside-IN” blog, which provides advisors with critical third-party perspectives. West’s article is reproduced here in full. The paradox of choice: Can you have too many investment options? By Mike West “A man has free choice to the extent…

KNOXVILLE, Tenn., February 10, 2015 — BPV Capital Management CEO Mike West was featured today on an InvestmentNews webcast titled, “Behavioral finance: Why do investors make the wrong moves at the wrong times?” In this webcast, Mr. West joined Victor Ricciardi, Assistant Professor of Financial Management at Goucher College, and Charles Widger, Founder and CEO of Brinker Capital, to discuss how advisors might help clients make better financial decisions. To register for the webcast, click here.

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U.S. equity and fixed income markets produced strong returns for 2014, to the surprise of many pundits. A number of unexpected events helped to lead U.S. securities higher, including sluggish European growth, an oil supply-driven sell-off, a strengthening of the U.S. dollar, and a decline in U.S. and global interest rates. This outlook will primarily focus on areas investors frequently express concern about, including: U.S. economic growth and interest rates Oil and its potential impact on the economy, consumers, and equities In addition, we outline the potential impact of…


The aim of marketing is to know and understand the customer so well the product or service fits him and sells itself.” -Peter Drucker Have you ever told a knock-knock joke to a group of professionals? Probably not. It’s much more likely that you would tell the knock-knock joke to a group of kindergarteners. Knowing your audience, in this case, is the difference between being a super-dad or a super-dud. You cannot be all things to all people. I once…


KNOXVILLE, Tenn., January 31, 2015 − In his latest column for the Knox News Sentinel, entitled “Staying on the Right Side of Chance,” BPV CEO Mike West discusses behavioral finance, both from a standpoint within the financial industry and from the average investor’s perspective. West ultimately acknowledges the difficulties inherent to investing and makes a few suggestions for average investors.  Staying on the Right Side of Chance By Mike West How do investors think? Why do they invest the way they do? These questions and…


Active share is a fairly recent concept that provides a new measurement for the level of active management within a fund. However, its recency means the concept is often poorly understood, as evidenced by the number of questions we field on the topic. In our multipart series on Understanding Active Share, we introduce the concept of active share, how it works, and how to measure it—starting with the basics. Part One: The Basics of Active Share Gone are the days…

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