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Financial Advisor May 2009 James Picerno	A Necessary Evil What is crucial to the success of diversification is the price you pay for initiating exposure to different asset classes. At certain times, you're paid to assume risk; at other times you're not paid to assume risk.
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.
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 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.
Financial Advisor February 2009 James Picerno	We're All Value Investors Now The financial mindset is moving closer to what Ben Graham discovered long ago: Fundamental value matters.
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.
Financial Advisor November 2010 James Picerno	Rethinking Rebalancing Is it a risk management tool or a source of alpha? Maybe it's both.
Financial Advisor June 2011 Jim Picerno	Macro And Markets Two sides of the risk management coin.
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.
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.
Investment Advisor August 2008 Melanie Waddell	Time for an Alternative The volatile market is sparking more use of alternative assets
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.
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 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.
BusinessWeek January 31, 2005	A Fixed-Income Fund with a Twist Bill Eigen of Fidelity Strategic Income says a broadly diversified focus and careful risk management help his fund outperform
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.
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.
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.
Investment Advisor January 1, 2011 Ben Warwick	Investment Advisor's January 2011 Issue: Ben Warwick Won't Compromise on Getting Returns. Period Clients must take risks to make returns. Here's the right way to do it in 2011.
Financial Advisor September 2009 James Picerno	Economic Justice The details of how the business cycle affects the equity risk premium are emerging ... slowly.
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 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 Advisor March 2010 Alan Lavine	Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.
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 February 1, 2008 Huxley & Burns	The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities.
Financial Planning September 1, 2009 Craig L. Israelsen	Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios.
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.
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.
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 Advisor May 2010 James Picerno	Bodies In Motion A fresh look at an old idea: momentum investing.
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.
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 Planning September 1, 2011 Jim Grote	The Talmud Strategy Roger Gibson follows this strategy: "Let every man divide his money into three parts, and invest a third in land, a third in business and a third let him keep by him in reserve." So it is written in the Talmud
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.
Financial Planning May 1, 2010 Ken Solow	Strategy, Analyzed The reasons for a buy and hold, strategic asset allocation investment philosophy are flawed and planners should consider adding active portfolio management to their practices.
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.
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 August 2009 Harold Evensky	Maybe MPT Isn't Dead? Before they decide to kill modern portfolio theory, advisors should consider the alternatives and their risks.
Financial Planning February 1, 2011 Craig L. Israelsen	Consistency Matters What have we learned from analyzing four decades of asset class returns? Just this: An equally weighted, multi-asset approach to building investment portfolios is the model of consistency through booms and busts.
Financial Advisor February 2010 Brian Dightman	Hardly Modern Modern Portfolio Theory needs to be updated to address issues like volatility distortion. Enter Post-Modern Portfolio Theory.
Financial Planning March 1, 2006 Marshall Eckblad	White Paper: Hedging Human Capital A new study concludes human capital and life insurance are two correlated pieces of any good portfolio.
Financial Planning June 1, 2010 David E. Adler	Looking for the Source What explains portfolio returns? Roger Ibbotson questions whether asset allocation is as powerful as planners think.
HBS Working Knowledge August 23, 2004 Ann Cullen	New Challenges for Long-Term Investors Risk-reward. Rising interest rates. Stocks or bonds. There's lots to ponder when setting asset allocation strategy. And the answers might not come with "conventional wisdom."
Financial Planning September 1, 2011 Bob Veres	Goodbye, Old Theory There's still a lot of unexplored terrain in the financial services field.
Financial Advisor September 2006 Cohen & Overgard	Asset Allocation And Investor Goals What investors and financial advisors should know about portfolio construction from the first decade of hedge funds.
Financial Planning January 1, 2010 Allan S. Roth	Addiction to Prediction Market outlooks give people a false sense of certainty about the future and almost inevitably hurts their returns.
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?
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 September 2011 James Picerno	Can Volatility Be Tamed? Yes, according to a new breed of equity hedging strategies.
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.