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Financial Advisor
July 2007
Andrew Gluck |
Stating A Preference In this interview with William Sharpe, the Nobel Prize winning creator of the Capital Asset Pricing Model takes another look at his work.   |
Financial Advisor
March 2010
Alan Lavine |
Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises. |
BusinessWeek
October 11, 2004
Christopher Farrell |
Three Wise Men of Finance If you've ever put money in an index mutual fund, you can thank the three economists whose insights into the links between risk and return revolutionized investing forever. Their work won them the Nobel prize for economics in 1990 and changed the way investors and managers think. |
Financial Advisor
November 2010
Eric Rasmussen |
Sharpe On Post Retirement The Nobel laureate spoke to NAPFA members about what it means to get 4% a year. |
The Motley Fool
December 5, 2006
Dan Caplinger |
Stay Sharpe As a way to incorporate risk into your investment analysis, the Sharpe ratio does a good job of going beyond straight performance figures to give you insight into how an investment was successful. |
Financial Planning
September 1, 2007
Gene Fama Jr. |
Equities Decoded Fama and French's famous three-factor model gives a clear view of stock prices. Here's how it works. |
CFO
May 1, 2003
Ronald Fink |
Corrective Lenses Some experts contend that Options-Pricing models give a better view of cost of capital. |
The Motley Fool
August 19, 2008
Dan Caplinger |
How Risky Are Your Stocks? To know what the future may bring, you can't just look at past returns. |
Registered Rep.
November 1, 2005
John Downes |
Seeing Tomorrow Clients probably know how hard it is to pick outperforming stocks. What they may not fully grasp is how hard it is to choose a winning mutual fund or separate account manager. Advisors would be wise to keep up on the latest tools, since the retail set is far more sophisticated than ever. |
Financial Planning
February 1, 2007
David E. Adler |
High Net Worth: Alpha-Beta Investing This institutional strategy is starting to make inroads among high-net-worth managers. |
Financial Advisor
March 2011
Somnath Basu |
Back To Basics Advisors don't need to rely on complicated models to help clients avert losses. |
Financial Advisor
January 2007
Joel Bruckenstein |
G-Sphere Gravity Investments, LLC, a firm that specializes in something they call Diversification Intelligence, has built a software application called G-sphere that attempts to extend the utility of the efficient frontier for advisors and their clients. |
Financial Advisor
September 2005
Rick Adkins |
What I Learned About Portfolio Rebalancing Why does conditional rebalancing work so well? Common sense: It allows the markets, not a calendar, to dictate when it is time to rebalance one's portfolio. |
Financial Advisor
April 2007
Matthew M. Brandeburg |
Alpha: Charge Clients Based On The Value You Add As financial advisors, we need to quantify what our investment planning acumen is achieving for our clients. |
Financial Advisor
December 2009
Alan Lavine |
Betting On Currency Some advisors think investors may benefit by adding currency positions; others aren't sure. |
Registered Rep.
January 1, 2003
Jason Van Steenwyk |
Winning the "Loser's Game" Investing is an activity in which the victor often prevails because he makes fewer mistakes than his rival does. It is no different for financial advisors and your clients. |
Financial Advisor
June 2004
Kevin M. Wilson |
Why Value Beats Growth Portfolios using asset allocation combined with value investing produce better financial results. How should you advise clients to invest? |
Registered Rep.
September 20, 2013
Brad Zigler |
Finding Order in (Commodity) Chaos Managed futures funds have struggled recently, but historically outperform equities (at least on a risk-adjusted basis). Here's how retail investors can play along. |
Real Estate Portfolio
Jul/Aug 2007
Erin Corcoran |
Shining Stars New research helps drive home a simple fact: when it comes to delivering performance, stability, and portfolio diversification, no part of the stock market even comes close to REITs. |
Registered Rep.
April 28, 2015
Brad Zigler |
Futures Funds Hitting the Fences No surprise that managed futures (the actively managed futures portfolios) top this year's list of hedge fund strategies. |
Registered Rep.
February 24, 2015
Brad Zigler |
Are Risk Parity Funds Worth The Cost? A while back, risk parity was all the rage among institutional investors. And now, thanks to a raft of mutual funds floated over the past five years, retail investors are able to tap into the strategy. |
Financial Advisor
September 2010
Paul R. Sanford |
You Are Not Yale Yale's David F. Swensen held the unofficial title of investment genius for many years until his model nose-dived with everyone else's in the 2008 crash. |
Financial Advisor
March 2011
James Picerno |
Strength In Numbers Indexing is moving past the standard beta carve-ups, such as small- vs. large-cap equities and value vs. growth stocks. A new era of factor-based indexing is dawning, and it promises to be far more nuanced and complicated. |
Financial Advisor
August 2005
Fowler & Rattiner |
Averting Disaster A new archetype in financial planning is needed for individual investors. |
Financial Advisor
December 2011
James Picerno |
Model-Free Investing Is equal weighting's agnostic view of asset-pricing theory an advantage? |
Financial Advisor
May 2005
Cohen & Overgard |
Risk Is More Than Standard Deviation Understanding risk when investing in a hedge fund is extremely critical. The hedge-fund return patterns are more important than historical returns. |
Investment Advisor
December 2007
Johnathan Satovsky |
Building Your Own Holy Grail The ability to analyze at a glance the metrics of multiple, aggregated portfolios plainly benefits both advisor and client both in the short and the longer term. |
Financial Planning
December 1, 2010
Joseph A. Tomlinson |
No Sucker's Bet? If there were a prize for the most disparaged asset class, it would likely go to bonds. And the most disparaged bonds would almost certainly be Treasuries. |
Registered Rep.
December 6, 2013
Daniel Crosby |
When Alpha Becomes Beta The Nobel committee sent a strong message with its choice of three scholars with widely divergent world views, perhaps signaling to the broader financial services world that people from all camps have a lot to offer as well as much to learn. |
Financial Advisor
September 2011
Miller & MacKillop |
Rethinking Small Caps The long-held belief that small stocks beat large on a risk-adjusted basis is simply not supported by the facts. |
Financial Planning
August 1, 2006
John Nersesian |
The Right Stuff Here's how to use performance metrics to select and evaluate fund managers for your financial advisory clients. |
Financial Advisor
December 2009
James Picerno |
The First Step There are no easy answers for asset allocation, but at least there's a practical starting point. |
The Motley Fool
October 27, 2006
Emil Lee |
The Most Important Formula in Investing Instead of the capital asset pricing model, investors should use the Kelly method: edge divided by odds. |
Financial Advisor
March 2012
James Picerno |
Building A Better Sharpe Ratio The reward-to-variability ratio (as it was originally labeled) remains a hardy perennial for evaluating money managers and investment strategies. |
Registered Rep.
March 24, 2015
Brad Zigler |
Alternative Bond Funds -- Worth The Cost? The question investors and advisors must ask is whether so-called "liquid alt" funds -- alternative investment strategies in a mutual fund or ETF wrapper -- provide value for money. |
The Motley Fool
April 19, 2010
Dan Caplinger |
Is Your Retirement Really Safe? The much-heralded 4% rule has its flaws. |
Financial Planning
May 1, 2011
Larry Swedroe |
Foolish Ideas Active management is a foolish idea no matter how many people believe it or how fervent their belief. If you haven't been convinced, perhaps the following will help. |
Financial Planning
June 1, 2010
Donald B. Trone |
Step Three: Formalize When upholding a fiduciary standard, ensuring your investment strategy is prudently planned and well-documented is vital. |
Financial Planning
November 1, 2008
Scott Schutte |
Linking Life's Stages In many cases, you won't know whether the financial plans or strategies you have crafted for your clients are strong enough until they've been tested during their life stages. |
Registered Rep.
August 19, 2014
Brad Zigler |
Can We Count On Absolute Returns? Apparently, American exchange-traded fund (ETF) investors can be counted among the faithful. Why? Because they've committed nearly $1.7 billion into so-called "absolute return" products. |
Financial Advisor
July 2011
Joel P. Bruckenstein |
Economic Impact MacroRisk Analytics says it can help advisors create better portfolios by delivering economic data it believes impacts investment performance. |
Investment Advisor
August 2005
Jeff Joseph |
Hedgeworld Hedge Fund Focus: Institutions Are Still Committed Two recent surveys provide insights into the current state of hedge funds and their longer-term performance. |
The Motley Fool
June 10, 2005
Nathan Parmelee |
Improving the Index Fund A recent study shows that the weighting of index funds by market capitalization is potentially creating a large drag on performance, because the index is overweighting the overvalued and underweighting the undervalued. |
