| Similar Articles |
 |
Financial Planning August 1, 2006 Craig L. Israelsen |
Alpha in the Box The search for Shangri-La pales in comparison to the quest for funds that consistently deliver high alpha. The fundamental question for financial advisors: Does alpha differ across the nine Morningstar style boxes?  |
Financial Advisor August 2009 Craig L. Israelsen |
A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified.  |
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.  |
Investment Advisor February 2009 |
A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks.  |
Financial Planning July 1, 2011 Allan S. Roth |
The Benchmarking Game When choosing a benchmark the most appropriate choice usually isn't obvious for two reasons: It's rare that portfolios match one index substantially and they also change over time.  |
Financial Planning November 1, 2006 Craig L. Israelsen |
Alpha Goes Abroad Excess returns turn up in overseas large-cap value funds.  |
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 May 2004 C. Michael Cart |
Risk Control: The Next Act For ETFs New Exchange-traded funds are being created as strategies and technology are developed.  |
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 Planning September 1, 2013 Craig L. Israelsen |
Mutual Funds vs. ETFs: Which Performance Better? When a portfolio of mutual funds vies against a portfolio of ETFs, which one comes out on top?  |
Financial Advisor April 2010 Marla Brill |
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios.  |
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 January 1, 2012 Craig L. Israelsen |
Swapping Out If designed well, a diversified, multi-asset portfolio can provide growth during pre-retirement accumulation years and stable income flows during post-retirement distribution years.  |
The Motley Fool June 28, 2007 Amanda B. Kish |
Are Your Funds Really Performing? It's not enough to simply pick good mutual funds and hope that your money will grow. You need constant evaluation and comparison to keep your investment program on track.  |
Wall Street & Technology May 15, 2006 Larry Tabb |
Strolling With My Alpha How does portable alpha impact the investment management business? This strategy turns portfolio managers into asset allocators. Instead of picking stocks, or companies, they pick inexpensive indices and choose expensive hedge funds.  |
Financial Advisor September 2011 Brad Zigler |
Running The Numbers ETFs are supposed to be cheap, but can they outperform the market, too?  |
Financial Planning January 1, 2006 Donald Jay Korn |
Letter Perfect As exchange-traded funds (ETFs) proliferate, financial planners find that they're useful for alpha as well as beta.  |
Investment Advisor May 2006 Joseph & Kurdas |
Hedgeworld Hedge Fund Focus: The Search for Portable Returns With the portable approach, the search for top-performing managers as a source of alpha is separate from the desire to get market return on an asset class, the beta.  |
Financial Advisor March 2006 Brad Zigler |
What Price Active Management? When stock picking is distilled from within a mutual fund, the true cost of active management bubbles to the surface.  |
Financial Advisor October 2007 Marla Brill |
Do Your Clients' Target Funds Measure Up? How do market watchers come up with apples-to-apples comparisons of target-date funds? The absence of a standardized benchmark has left financial advisors to wade through the burgeoning number of fund choices with only vague and often conflicting guidelines for evaluation.  |
Financial Planning July 1, 2012 Craig L. Israelsen |
Material World The natural resources mutual fund sector has a number of attractions, but one characteristic that is probably not immediately evident to many investors is that these funds do not correlate closely with broad stock indexes. This, it turns out, is a valuable feature.  |
The Motley Fool November 20, 2006 Dan Caplinger |
It's All Greek to Me Finance's unique combination of mathematical and social sciences makes the field a linguistic battleground among academics. As ways to express financial concepts, alpha and beta are relatively simple.  |
Financial Planning April 1, 2011 Suzanne McGee |
Chasing Alpha With investment strategists and pundits predicting a long period of sluggish returns that may not make it out of the single digits, there is every reason for advisors to intensify their quest for alpha. But alpha is both hard to define and harder to find.  |
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 Planning October 1, 2010 Craig L. Israelsen |
Lost-and Found A well-diversified portfolio would have protected investors during the "Lost Decade" between 2000 and 2009.  |
Financial Planning May 1, 2006 Israelsen & Walker |
Evening the Odds A significant flaw in many active-versus-passive studies occurs when tallying the number of funds that under- or out-perform an index. Three steps could help level the playing field in the active-versus-passive debate.  |
The Motley Fool October 5, 2010 Dan Caplinger |
7 ETFs for the Perfect Portfolio You don't need a lot of flash or bling to invest smart.  |
Financial Planning March 1, 2008 Jane Li |
What is Exotic Beta? Exotic beta is essentially a practical, no-nonsense concept that financial planners can use to benefit the portfolios of everyday investors, not just the portfolios of the ultra-wealthy. Read on for more.  |
Financial Planning October 2, 2007 Craig L. Israelsen |
Smoothing the Path When comparing active and passive management, financial planners should look at the performance of the whole portfolio. What you find may surprise you.  |
The Motley Fool June 19, 2009 Dan Caplinger |
These 5 ETFs Are All You Need Here's one way to keep your investing super-simple.  |
Financial Advisor August 2009 Marla Brill |
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices.  |
Financial Planning February 1, 2006 Joan Warner |
The Case For Portable ALPHA As international markets become more correlated, the need for financial advisers and money managers to access greater diversification -- while hedging risk -- could make this strategy investing's next hot model.  |
Financial Planning October 1, 2013 Craig L. Israelsen |
Should Clients Avoid Bonds Now? With rates inching upward, some clients may want to skip fixed-income investments entirely. They shouldn't.  |
Financial Advisor February 2008 Craig L. Israelsen |
A Better Mousetrap Target date funds are here to stay. As a result of the Pension Protection Act of 2006, target date funds will likely become the auto-enrollment default option in tax-deferred retirement plans.  |
The Motley Fool February 3, 2011 Dan Caplinger |
How Investors Beat the Great Recession A simple strategy brought many back to even. Many investors use asset allocation strategies to spread their risk across various types of investments.  |
Financial Planning September 1, 2009 Craig L. Israelsen |
Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios.  |
Registered Rep. September 22, 2014 Brad Zigler |
Active Management Under The Microscope Just how actively managed is your actively managed mutual fund? And, more importantly, what's the real pay-off for all that activity?  |
Financial Advisor September 2011 Tom Lydon |
It's All In The Weighting ETF indexing has evolved, but the traditional, somewhat boring approach may still yield the best results.  |
Financial Planning May 1, 2012 Craig L. Israelsen |
Emerging Stars Compared with U.S. stock funds and broad international stock funds, funds that specialize in emerging foreign markets are a bit like Usain Bolt sprinting against mere mortals. They leave the competition far behind. But this class of investment also carries a lot of volatility.  |
The Motley Fool January 27, 2010 Dan Caplinger |
These Investments Could Steer You Wrong Index funds and exchange-traded funds aren't perfect.  |
The Motley Fool September 15, 2010 Dan Caplinger |
6 ETFs That Won't Rip You Off Don't pay more than you have to for ETFs.  |
Financial Planning September 1, 2006 Craig L. Israelsen |
Alpha Up and Down If you select mutual funds on the basis of their alpha, you may want to check how consistent those alphas really are.  |
Financial Advisor March 2011 Marla Brill |
New Indexes Nudge Out Old Favorites Advisors who have moved into alternative indexes are finding unique ways to use them.  |
Financial Advisor December 2007 Marla Brill |
The New Indexing Maze The mushrooming ETF market has spawned a new breed of indexes that represent a radical departure from traditional benchmarks in both their construction and purpose.  |
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.  |
The Motley Fool December 9, 2010 Dan Caplinger |
Why Mega-Cap Stocks Are Not Enough Before you jump into the biggest, most popular index funds that are based on the S&P 500 index, think twice.  |
Financial Planning April 1, 2012 Craig L. Israelsen |
Beyond Borders The benefits of investing in international stock are clear.  |
Financial Planning January 1, 2013 Allan S. Roth |
ETF Fees Drop Amid Competitive Battle In a remarkably short period, the playing field for the lowest-cost ETFs has changed dramatically.  |
Financial Advisor May 2010 Gail Liberman |
Understanding Indexes Popularity, turnover, structure and other factors affect index funds and ETFs.  |
Registered Rep. June 25, 2010 Jerry Gleeson |
Vanguard Broadens ETF Platform The company that made its reputation with low-cost indexed investments said it will launch 19 new index funds and related ETFs over the next year, as well as an ETF that tracks its $91 billion Vanguard 500 Index Fund.  |