Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

Financial Planning September 1, 2009 Geoff Considine	Not Without Risk Any discussion of whether the theoretical constructs of asset allocation and diversification broke down must start with a reasonable estimate of what they were supposed to provide.
Real Estate Portfolio Nov/Dec 2004 Christopher M. Wright	Q&A with Roger Gibson Roger Gibson is a nationally recognized expert in asset allocation and portfolio design. In a recent interview he discusses among other things, diversification and where REITs fit into his clients' portfolios.
Financial Advisor October 2005 David Reilly	Is Risk Really A Four Letter Word? Once esoteric investing strategies, such as managed currency and commodity futures, real estate, short selling, arbitrage and event-driven strategies, allow portfolio risk management to be taken to the next level. Advisers, take note.
On Wall Street May 1, 2010 Gerald Buetow	In Defense Of Modern Portfolio Theory As stock markets plunged worldwide and investment portfolios took it on the chin, revisionists sought to expound on what they deemed were the inherent flaws of the deeply entrenched MPT. In short, the theory became the scapegoat for the failure of diversification.
Investment Advisor December 2008 James J. Green	The Failure of Asset Allocation Asset allocation can explain past market performance, but not predict which allocation will work in the future.
Financial Planning November 1, 2006 Elizabeth O'Brien	Fund Manager Profile Taking the Global View: Jeff Knight leads a standout fund at beleaguered mutual fund group Putnam.
On Wall Street June 1, 2011 Carl Resnick	ETFs: The Ideal Asset Allocation Tool? True diversification has become the primary focus of smart advisors. To the benefit of these advisors and their clients, a wide range of well-built exchange-traded funds has emerged to represent just about every asset class available.
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 February 23, 2007 Dan Caplinger	Don't Leave Your Investments on Autopilot An occasional look can reveal profitable adjustments to your portfolio.
Investment Advisor August 2008 Melanie Waddell	Time for an Alternative The volatile market is sparking more use of alternative assets
Entrepreneur January 2005 Dian Vujovich	Basket Case The saying "Don't put all your eggs in one basket" may have had its place on Wall Street during the past century, but with today's range of investment choices, that old axiom needs some rethinking.
Investment Advisor April 2010 Robert J. Lindner	Expert's Corner: Putting It in Neutral Advisors can improve a client's portfolio by using a market neutral strategy.
On Wall Street September 1, 2009 James MacPherson	Investing for the Future If classic asset allocation did not prevent most portfolios from losing value, what might investors and advisors do to protect their portfolios, now and in the future?
Financial Planning January 1, 2006 Marshall Eckblad	Bookshelf Rick Ferri's new book All About Asset Allocation shows investors how asset allocation and rebalancing into fixed asset classes can render consistent long-term results.
Financial Planning September 1, 2009 Craig L. Israelsen	Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios.
Financial Planning October 1, 2009 Craig L. Israelsen	An Age-Old Question Age plays an important role in determining asset allocation. The general consensus is, the older you get, the less risk you should take.
The Motley Fool November 17, 2006 Dan Caplinger	How Much Risk Is Enough? Here's an asset allocation strategy that pays attention to what you really need.
The Motley Fool December 7, 2010 Michael Johnston	ETFs for the Forgotten Asset Classes Is this all-ETF portfolio well-rounded enough?
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.
The Motley Fool November 25, 2008 Dan Caplinger	Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver?
On Wall Street September 1, 2009 Tim Knepp	Alternative Medicine: Separating Beta from Alpha Retirement portfolios have been subject to significant stress and this, combined with a daunting global economic outlook, has many investors considering alternative strategies in an effort to shore up their traditional investment allocations.
Investment Advisor January 2006 Callahan & Howard	Boxes Are Not Classes Advisors who use style boxes as proxies for asset classes are performing a disservice to clients. Here's why characteristic boxes are not asset classes and allocating among various characteristic boxes is useless at best.
The Motley Fool February 5, 2010 Tim Hanson	The Stocks You Need to Buy Now Do you know what you're missing? With an asset allocation plan and additional foreign exposure, your portfolio will be better positioned to profit over the next decade.
Financial Planning March 1, 2010 Craig L. Israelsen	A Yale Tale The venerable Yale Endowment Fund serves as a performance benchmark for pension managers, endowment fund managers and money managers.
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.
The Motley Fool June 4, 2009 Dan Caplinger	These Stocks Belong in Your Portfolio Enhance your returns by seeking out specialized investments.
Financial Planning December 1, 2008 Donald Jay Korn	Submerging Markets Does it make sense to put money into emerging-markets stocks or funds now, at the current depressed prices?
Financial Advisor March 2010 Alan Lavine	Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.
Investment Advisor September 2008	Asset Allocation, August 2008 Monthly recommendations from the asset allocation panel.
Investment Advisor March 2008	Asset Allocation, March 2008 The monthly recommendations from the IA asset allocation gurus.
Investment Advisor February 2008	Asset Allocation, February 2008 The monthly recommendations from the IA asset allocation gurus.
Investment Advisor November 2007	Asset Allocation, November 2007 The monthly recommendations from the IA asset allocation gurus
Investment Advisor April 2008	Asset Allocation, April 2008 Read on for the monthly recommendations from the IA asset allocation gurus.
Investment Advisor May 2008	Asset Allocation, May 2008 The monthly recommendations from the IA asset allocation gurus
Investment Advisor August 2006	Asset Allocation The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc.
Investment Advisor September 2005 Kathleen M. McBride	But Are They a Good Deal? MFS asset allocation funds pass the three-year mark and get high ratings from S&P.
The Motley Fool May 19, 2010 Alex Dumortier	Are You Scared of Emerging-Market ETFs? It's time to reduce allocations to emerging markets.
BusinessWeek October 8, 2007 Brian Hindo	The Portfolio Balancing Act In turbulent times like these, the "rules" for asset allocation often go out the window.
Financial Advisor March 2004 Marla Brill	Was Last Yearis Rally A Headfake? Jeremy Grantham says yes, and thinks the bear market will return in 2005.
Financial Planning November 1, 2005 Marion Asnes	Advisers Speak Out Our new nationwide poll shows that for all financial advisors know about asset allocation, they're still having trouble making it work.
Financial Advisor August 2010 James Picerno	Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason.
Investment Advisor April 2010 Robert F. Keane	Climate Change and Asset Allocation Mercer and a group of institutional investors launched a strategic asset allocation study to explore the potential impact of climate change scenarios on asset allocation.
Registered Rep. June 10, 2011 Diana Britton	Pershing: Getting Client Assets Off the Sidelines Though the market has been in recovery mode for some time, many investors are still afraid to dive back in and are holding their cash on the sidelines. To get them back in the game, advisors should reset future expectations.
Financial Planning February 1, 2005 Jim Otar	A Matter of Luck Contrary to popular opinion, there's more to portfolio success than the asset allocation decision. As an adviser, you can find peace of mind in recognizing and quantifying the luck factor for individual retirement portfolios.
The Motley Fool February 2, 2007 Nathan Slaughter	Don't Do It! When it comes to your mutual funds, though, keep your eyes on the road -- not the rearview mirror.
On Wall Street September 1, 2010 Tim Knepp	Lost (and Found) In Translation The returns received from more traditional foreign stock investments, not to mention the stocks of U.S. multi-nationals, will no doubt remain heavily influenced by the dynamic of foreign exchange.
Investment Advisor July 2006	Asset Allocation The monthly recommendations from the IA asset allocation gurus: Economic and Financial Market Forecast... Recommended Allocations for a Balanced Portfolio... Behind the Numbers... etc.
Investment Advisor September 2008	21st Century Asset Allocation Over the past several years, institutional investors increasingly have opted to allocate a portion of their portfolios to alternative investments as a way to smooth out market volatility. This trend is now spreading to the retail marketplace.
Investment Advisor October 2007	Asset Allocation The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc.
Investment Advisor May 2007	Asset Allocation, May 2007 The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc.