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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
March 2010
Alan Lavine |
Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises. |
Financial Planning
September 1, 2007
Donald Jay Korn |
Different Strokes This summer's volatile markets proved that allocating funds among uncorrelated assets really does work. |
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. |
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. |
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
September 1, 2009
Craig L. Israelsen |
Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios. |
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. |
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
October 1, 2008
Tim Knepp |
Question Assumptions It's time to ask ourselves whether the blunt tools of broad asset class definitions and traditional asset allocations provide an adequate defense against the complex risk and interaction of today's markets. |
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. |
Financial Planning
September 1, 2005
Horn & Sturiale |
Do Your Investments Play Nice? Advisers and consultants spend a great deal of time helping retirement plan clients construct investment portfolios. Here's a quantitative look at diversification using the Schwab Portfolio Diversification Measure. |
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. |
Financial Advisor
August 2010
James Picerno |
Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason. |
Financial Planning
November 1, 2005
Donald Jay Korn |
Leaning Toward Lockstep Correlations between U.S. and foreign markets are increasing, but adherents insist that foreign investing can still reduce risk. |
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 Advisor
May 2009
David J. Drucker |
Does Asset Allocation Need A Facelift? Has the 2008 stock market changed the rules of asset allocation and how we manage asset volatility? |
Financial Planning
May 1, 2008
Mark Willoughby |
Volatility Bites For those who had begun to underestimate the impact volatility can have on managing investment portfolios, the events of 2007 and early 2008 have been a sobering reminder. |
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 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. |
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. |
Investment Advisor
January 2010
James Damschroder |
Delivering Diversification An approach that parses diversification from the rubric of risk gives advisors a new element of control. |
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. |
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 |
Financial Advisor
March 2011
Somnath Basu |
Back To Basics Advisors don't need to rely on complicated models to help clients avert losses. |
Financial Planning
October 1, 2010
Geoff Considine |
Yield vs. Risk New rules for income investing not only help investors to avoid these extremes, but also show the way to create income portfolios that provide the most yield available for a given level of risk. |
The Motley Fool
August 19, 2009
John Rosevear |
The Boring Old Trick That Makes You Money "Diversification" may make your eyes glaze over, but it's a proven winner. |
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. |
The Motley Fool
July 1, 2010
John Rosevear |
You Need This Offbeat Investment Some funds -- which Morningstar calls "moderate allocation" funds -- take nonstandard approaches to investing: Some take short positions, some buy and sell options, some invest in commodities, some combine all of the above and more. |
Financial Planning
November 1, 2006
Mark Thurston |
Alive and Well Naysayers may be down on international stocks, but they remain an important part of a diversified portfolio strategy. |
Financial Advisor
December 2008
Andrew Gluck |
Managing The In-Betweens Portfolio manager and author Mark Kritzman says it's important to manage for market turbulence as well as strength. |
Financial Planning
May 1, 2013
Craig L. Israelsen |
Alternative Investments With the Best Payoff Some nontraditional investments can provide valuable diversification in a portfolio. But choose wisely. |
Financial Advisor
October 2008
Jerry Wagner |
Bonus Copy: Are Investment Returns a "Crazy Quilt"? Callan Charts, or the Periodic Table of Investment Returns, provide advisors with a graphical guide to better returns with less risk than asset allocation portfolios. |
Financial Planning
January 1, 2009
Israelsen & Considine |
Seeing Risk Ahead Having the ability to estimate risk potential when pursuing an investment opportunity is an extremely valuable decision-making tool. |
Financial Advisor
December 2011
Somnath Basu |
The VIX Fix Where in the past there was a sense of sanity, today each morning brings only apprehensions about how to understand and manage market volatility. |
Investment Advisor
September 2009
James J. Green |
Danger & Opportunity: Futures Education Michael Bulley, senior VP for research and risk management for Steben & Co. in Rockville, Maryland, a firm that has specialized in managed futures funds for 20 years, on what you should know about managed futures. |
Financial Planning
February 1, 2008
Huxley & Burns |
The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities. |
Financial Advisor
August 2012
Jarrett Solomon |
The Inefficiency Of Efficient Frontiers Studies show that the theory behind the efficient frontier is much sounder than its real-world application. Theoretically, the advisor is always choosing an efficient portfolio: It is just a question of where on the frontier it is appropriate for each client. |
Financial Advisor
November 2010
James Picerno |
Rethinking Rebalancing Is it a risk management tool or a source of alpha? Maybe it's both. |
Financial Planning
March 1, 2005
O'Toole & Steiny |
The Perfect Process A disciplined approach to managing client assets is at the heart of financial planning. How does yours stack up? |
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 Advisor
February 2010
Roy Diliberto |
Basic Truths These truths for financial life planners form the foundation of their integrity. |
On Wall Street
August 1, 2013
Matthew Lemieux |
Finding Growth Opportunities in the Emerging Markets Sector Emerging market funds are battered, but there s a strong argument for staying the course. |
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. |
Financial Advisor
March 2012
Scott A. MacKillop |
MPT -- A Tool, Not An Answer Improving the data we use and how we evaluate results will lead us to the best conclusions for clients. |
Investment Advisor
March 2010
Robert J. Lindner |
Subtraction Through Addition How adding risk to a client's portfolio can sometimes reduce overall risk. |
Financial Advisor
July 2011 |
Alternatives In The Spotlight Many of the 600 attendees at the second annual Innovative Alternative Strategies conference came to learn how to use these investments in client portfolios. |
Financial Planning
September 1, 2008
Marion Asnes |
The New, New Economy The real estate crisis is still going on. Oil prices have skyrocketed. The financial markets are swinging like pendulums. Welcome to the new economy. |
Financial Planning
November 1, 2007
Gene Fama |
Small-World Investing Do international stocks really give you higher returns with less risk? |
