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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
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
November 14, 2005
Selena Maranjian |
Mutual Funds Are Failing Us David Swensen, head of the $15 billion Yale University endowment, takes aim at the fund industry. |
The Motley Fool
August 16, 2011
Amanda B. Kish |
Yale Puts the Smackdown on These Investments While the mutual fund industry does indeed have many problems and pitfalls, if investors are careful to choose the right funds and hold them for the long run, they can still come out ahead of the game. |
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 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. |
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. |
The Motley Fool
January 25, 2008
Tim Beyers |
The Best Investor You've Never Heard of One way to become a great investor is to study the characteristics that have made the best investors the best. Let's take a look at how David Swensen's team achieves returns of over 20% a year. |
Registered Rep.
July 1, 2004
David Geracioti |
Educate Yourself on the Beach Book reviews: A History of Interest Rates... A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing... Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment... etc. |
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
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. |
AskMen.com
April 14, 2002
Rashmikant Patel |
Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs... |
Registered Rep.
October 1, 2005 |
An Unconventional Approach In this excerpt from Unconventional Success: A Fundamental Approach to Personal Investment, author David Swensen describes the many risks facing corporate bond investors. |
The Motley Fool
March 24, 2005
Nathan Slaughter |
Mutual Fund Meltdown Have you assembled your funds in a carefully orchestrated portfolio or in a haphazard collection? Collecting mutual funds is not a safe pastime. It's a financial disaster waiting to happen. |
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 Advisor
September 2010
Paul R. Sanford |
You Are Not Yale Yale's David F. Swensen held the unofficial title of investment genius for many years until his model nose-dived with everyone else's in the 2008 crash. |
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
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
August 2008
Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets |
The Motley Fool
November 25, 2008
Dan Caplinger |
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver? |
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
November 16, 2004
Shannon Zimmerman |
Selling Points Two more reasons shareholders should consider parting ways with a fund they hold. |
The Motley Fool
February 13, 2006
Dayana Yochim |
Extreme Retirement Makeover What does it take to go from $83 in savings to banking more than $150,000 in two years? It's a retirement regimen we can all follow. Tax time is the perfect excuse to evaluate what's working and what's not in your financial life. |
The Motley Fool
August 16, 2010
Alex Dumortier |
Why Does the Market Hate Blue Chips? Blue-chip stocks are cheap, but why? |
The Motley Fool
June 3, 2011 |
A Quick Glance at the Stocks in David Swensen's Yale Portfolio David Swensen has been managing the Yale University endowment fund since 1985. Here's where Yale is currently winning and making new bets. |
The Motley Fool
December 1, 2005
Dayana Yochim |
Extreme Retirement Makeover What does it take to go from $83 in savings to having more than $150,000 in the retirement kitty in less than two years? The financial equivalent to stomach-stapling and tag-team liposuction? Nope. It's a retirement regimen we can all follow. |
Financial Advisor
May 2010
Andrew Gluck |
Private Equity Pitfalls Few advisors possess the resources required to research these deals. |
The Motley Fool
December 22, 2008
Robert Brokamp |
Jack Bogle on Warren Buffett and Beating the Market The father of index funds chimes in on picking individual stocks. |
Fast Company
September 2008
D. Heath & C. Heath |
Made to Stick: The Myth of Mutual Funds Let's pull off the Band-Aid quickly. You've come to believe that mutual funds are a smart place to put your money. They're not. |
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 Advisor
July 2004
Joel P. Bruckenstein |
A Look At Perspective Partners A conventional, but customizable, Web-based approach to portfolio construction. |
Real Estate Portfolio
Jan/Feb 2006
R. Scot Sellers |
Reaching New Heights in 2006 REITs will post their sixth-consecutive positive year, outperforming the S&P 500 Index as well as many other well-recognized indices. |
Investment Advisor
February 2009
James J. Green |
A Flawed Model or Modeler? There has been much self-satisfied tut-tutting lately by many in the investment management and advisory business over what they perceive as the wholly justified fall to earth of the hedge fund industry. |
