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Investment Advisor July 2009 Jeff Joseph	Venture Populist: Proposed -- A Hybrid Portfolio Theory There is a better way to build investment portfolios than the methods presently employed by most investors and advisors.
Investment Advisor October 2009 Jeff Joseph	Venture Populist: The Private Venture Test RIAs that possess the requisite mandate, means, and mindset should embrace private venture investments -- for the benefit of both their clients' portfolios and their practices.
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?
Investment Advisor June 2009 Jeff Joseph	Venture Populist: Private Practice Advisors could improve their value proposition and their clients' portfolios by developing private venture investing competency.
Investment Advisor October 2010 Jeff Joseph	Exits Over Outflows Progressive investment advisors would be well-advised to adapt their core competencies to embrace more diverse and opportunistic investment opportunities outside the public equities 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.
Investment Advisor September 2007 Michael S. Fischer	Getting In How to gain access to private equity, managed futures, and hedge funds.
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 May 2004 Gene Swanzey	Hedge Funds Can Complement Modern Portfolio Theory Active management can result in higher risk-adjusted returns.
Investment Advisor December 2009 Jeff Joseph	Venture Populist: In Search of Superior Returns Advisors need initiative, not inertia.
Investment Advisor June 2010 Bob Clark	Clark at Large: Investing Like the Big Boys Alternatives can make a big difference in client portfolios.
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 April 2010 Jeff Schlegel	An Alternative World A growing number of financial advisors and their clients are clamoring for alternative investments in the wake of the massive market maelstrom of '08-'09, but it's a broad space requiring lots of due diligence.
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 November 17, 2010 Baer & Baer	Strengthen Portfolios and Client Confidence Through Open Architecture The past two years have been a lesson in wealth preservation
Investment Advisor May 2009 Jeff Joseph	Venture Populist: Chaos = Opportunity (Oh, please) Will advisors revisit their mantras or continue to tout the same asset-allocation models that have so devastated their portfolios?
Financial Advisor March 2010 Alan Lavine	Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.
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.
On Wall Street October 1, 2013 Jeff Tjornehoj	Are Alts Making the Grade? The most recent crop of alt fund contenders are performing like a classroom full of underachievers.
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 January 2008 Andrew Lucas	The Private Equity Solution Private equity can provide benefits for your clients and it can add a new dimension to your practice. Before you direct clients into a private equity fund, a pooled asset fund with other advisors or direct investment should be considered.
Financial Advisor May 2011 Jeff Schlegel	Mainstreaming Alternatives Financial advisors are taking a shine to alternative investments.
Investment Advisor September 2009 Jeff Joseph	Venture Populist: Variable Liquidity Positive asymmetrical outcomes also refers to the appeal of venture and early-stage investments where multiple liquidity and exit outcomes are possible.
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.
Financial Advisor September 2010 Jeff Schlegel	Lowdown On Alternatives Financial Advisor's Innovative Alternative Strategies conference explored alternative investments ranging from covered calls to the Chicago Cubs.
Financial Advisor May 2006 Louis Stanasolovich	Managed Futures: Worth A Look Most financial advisors and the general public have little knowledge of managed futures as an investable asset class, but they offer a way to increase returns and diversification in a long-term bear market.
Financial Advisor July 2010 Jeff Schlegel	Seeking Alpha, Avoiding Beta Advisors turn to alternative investments in search of returns without the volatility.
Investment Advisor August 2010 Jeff Joseph	Venture Populist: Terms of Engagement for Private Venture Advisors Angel and venture investors often have the option to determine to what extent they intend to contribute professionally to their new portfolio holding.
Investment Advisor April 2009 Jeff Joseph	Venture Populist: The Death of Equities? Are private investments the only remaining means of wealth creation that is truly non-correlated to what's left of your portfolio?
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.
Financial Planning October 1, 2006 Len Reinhart	Global Positioning Financial advisors need to rethink the basics of international investing for retiring boomers.
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.
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 Advisor May 2010 Andrew Gluck	Private Equity Pitfalls Few advisors possess the resources required to research these deals.
Registered Rep. September 1, 2005 Grove & Prince	Theory to Practice For many advisors, the evolution to wealth manager remains a matter of theory, not practice. Sure, they're calling themselves wealth managers, but they're still behaving like financial advisors.
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.
Investment Advisor October 2008 Maya Ivanova	War Room How the most successful advisory firms are mitigating risk on two fronts: for their clients, and for their own businesses.
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 December 1, 2010 Suzanne McGee	Other Alternatives Advisors will need to devote more time to scrutinizing the ever-growing number of new products. And with each debut, they'll have to go back to the drawing board and decide whether the product makes the grade.
Financial Planning September 1, 2011 Temma Ehrenfeld	The Big Idea: Diversify With Futures Your clients may balk when they hear "futures" - accusing you of straying into a fantasy of an asset class that solves all our problems. Yet finance professionals have used managed futures for decades to boost the performance of stock and bond portfolios.
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 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.
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.
Investment Advisor March 2007 Susan L. Hirshman	Managing Fear, Maintaining Your Edge How to educate and enlighten your clients on alternative investments.
The Motley Fool July 7, 2005 Selena Maranjian	Those Poor, Deluded Rich People ... A recent survey shows the misguided wealthy are at risk of not remaining rich, due to unrealistic performance goals, under-diversification and poor financial advising.
Investment Advisor October 2007 Michael S. Fischer	Behind the Numbers How RIAs and investors in alternative investments conduct due diligence on managed futures, private equity, and hedge funds.
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 Advisor June 2012	Forward Progress Five experts discuss the state of the advisory business.
On Wall Street October 1, 2008 Larry Silver	Keeping It Simple Perhaps the best investment strategy for these volatile times, shared by the most successful advisors, was quite simple: Remain fully invested in a basically conservative, diversified portfolio..