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 Advisor March 2010 Alan Lavine	Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.
Investment Advisor November 2009 Bob Clark	Clark at Large: The Times They Are a Changin' A new risk consciousness among advisors and clients may be the silver lining to the market meltdown.
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.
Registered Rep. December 22, 2009 Stan Luxenberg	Forget Stock Market Gains, It's Best to Avoid Losses Many financial advisors and portfolio managers who held to traditional buy-and-hold stock-bond portfolios are now emphasizing new kinds 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.
Registered Rep. December 23, 2011 Diana Britton	Not Going Tactical Could Pose Real Business Risks, Advisors Fear Following the twin market implosions of the past decade -- first tech, then real estate -- many retail financial advisors are looking for more tactical, meaning active, asset allocation solutions for client portfolios.
Financial Planning September 1, 2009 Paul Menchaca	Income from Where? Financial advisors are realizing the mean variance efficient frontier model is flawed for retirement planning. The main shortcoming is its focus on a portfolio's risk-return tradeoff in terms of returns rather than generation of sustainable income.
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. December 1, 2011 Diana Britton	Is Tactical Investing Wall Street's Next Clown Act? There's a renewed interest in tactical asset allocation and new products that cater to that method.
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 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 Planning January 1, 2012 Bob Veres	True Cost of Tactical Management Investment companies are going to be facing very different selection criteria than in the past.
Financial Advisor July 2009 J. Michael Martin	Do Something! If modern portfolio theory and the stock market are hurting your advisory business, here are some things you can do about it.
Financial Planning April 1, 2005 O'Toole & Steiny	Rain or Shine Your ability to react to shifting market cycles will set you apart. By educating your clients and building an adaptable investment management strategy now, you'll be well prepared for the good times--and the bad.
Financial Planning August 1, 2010 Donna Mitchell	The Big Bang Harry Markowitz invented the wheel for portfolio construction and management, and that's no exaggeration.
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 Planning September 1, 2007 Donald Jay Korn	Different Strokes This summer's volatile markets proved that allocating funds among uncorrelated assets really does work.
Investment Advisor June 2009 Don Schreiber, Jr.	Danger & Opportunity: A Fool's Errand Banks, markets around the world have been rallying, but before celebrating, advisors should look carefully at the underpinnings of the market's rally.
Financial Advisor March 2011 Somnath Basu	Back To Basics Advisors don't need to rely on complicated models to help clients avert losses.
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 March 2009 Bob Clark	We Can Be Heroes One of the only bright spots we've seen has been those firms offering ETFs that short the markets, use leverage, or track commodities indexes.
Investment Advisor April 2009 Bob Clark	Clark at Large: Timing Is Everything Now that (nearly) all asset classes have sunk, advisors are rethinking their investment strategies.
Registered Rep. February 22, 2012 Diana Britton	Yield of Dreams: No More Clownin' Around - it's a Zero Sum Game I applaud advisors for wanting to be more tactical and try something different with their clients' portfolios outside of MPT, but more often than not, you won't be able to make a difference.
Investment Advisor April 2006 Maya Ivanova	Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements.
Financial Planning November 1, 2009 Donald Jay Korn	Loaded for Bear A year after the worldwide nosedive, though, things look brighter for managed accounts.
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?
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 2010 James Picerno	Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason.
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.
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 June 2009 Marla Brill	ETF Portfolios To Go ETF portfolio management services pitch to financial advisors.
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 November 2009 Clifford Caplan	MPT in a Black Swan Universe Advisors need to consider how catastrophic events could help portfolios outperform.
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.
Registered Rep. November 1, 2006 Stan Luxenberg	Off-the-Rack Risk Control? Although state 529 plans may look the same on the surface, in reality their asset allocations -- although similarly described -- could be very different. The appeal of age-adjusted 529 plans is that you don't have to do much.
Financial Advisor July 2011 David J. Drucker	Dodging The Bullet--A Follow-Up Three advisors who protected clients from the 2008 market meltdown talk about what has happened in their clients' portfolios since then.
The Motley Fool April 6, 2010 Robert Brokamp	There's No Such Thing as "Buy and Hold" Here's what a few financial planners think.
Financial Planning December 1, 2008 Suzanne McGee	The Perfect Alternative Is there an asset class for your clients portfolios whose price moves in the opposite direction to that of mainstream investments like stocks and bonds?
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?
Investment Advisor April 1, 2011 Bob Clark	Boring No More With baby boomers moving into their distribution years, bonds -- and the folks who manage them -- are becoming a lot more interesting
Financial Planning November 1, 2008 David J. Drucker	Shaken and Stirred During the October market collapse most advisors were inundated with calls from clients who used to weather a market drop with equanimity.
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.
Investment Advisor June 2010 Bob Clark	Clark at Large: Investing Like the Big Boys Alternatives can make a big difference in client portfolios.
Financial Planning September 1, 2009 Suzanne McGee	The Athletic Portfolio In this environment, a good portfolio is one that rides out storms and takes advantage of opportunities -- one that demonstrates strength, flexibility and endurance. What should financial advisors do to deliver peak performance for clients?
The Motley Fool July 24, 2009 Ken Solow	What If Warren Buffett Were a Strategic Asset Allocator? Enter a terrifying 'what if' world scenario in which Warren Buffett no longer cares about little things like "value."
Financial Planning January 1, 2009 Donald Jay Korn	Outlook 2009 The long-term outlook is brighter than the current vista. Markets have always turned up after downturns and there's no reason to think this pattern will end.
Financial Advisor October 2012 Donald Jay Korn	Risky Business Fine-tuning portfolios to a client's comfort level remains an art, but this century's booms and busts show the need for some science as well.
Financial Advisor April 2009 David J. Drucker	Dodging The Bullet Not everyone's clients were hurt by the 2008 market collapse. Talking to three advisors who dodged the bullet, we might learn some lessons to help us do a better job of protecting our clients the next time around.
Financial Advisor January 2006 Sydney LeBlanc	Breaking The Mold The new SMA environment will allow advisors to demonstrate in a truly value-added fashion that they bring a great deal of expertise to the table from which clients can benefit.
Registered Rep. August 25, 2011 Diana Britton	Portfolio Models Could See Headwinds Ahead, Especially Among RIAs Despite the fact that broker/dealers expect increased flows into their portfolio models over the next year, advisors' usage of these models has declined in the last 12 months, especially among RIAs.