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

Investment Advisor August 2008 Melanie Waddell	Time for an Alternative The volatile market is sparking more use of alternative assets
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 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 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.
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.
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 Planning August 1, 2008 William Harding	A Different Mix As investors suffer through this year's unstable market, the wounded are talking about alternative investments.
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 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 2010 James Picerno	Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason.
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?
The Motley Fool November 25, 2008 Dan Caplinger	Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver?
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 December 2009 James Picerno	The First Step There are no easy answers for asset allocation, but at least there's a practical starting point.
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 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.
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 October 1, 2010 Neil O'Hara	Alternatives: Vehicles That Smooth Returns A decade of tepid returns in the equity market has increased interest in investments that exhibit low correlation to traditional asset classes like stocks or bonds.
Financial Advisor March 2006 Marla Brill	Courting A New Crowd Rydex Investments hopes to move beyond market timers to mainstream financial advisors.
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 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.
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 May 2004 Gene Swanzey	Hedge Funds Can Complement Modern Portfolio Theory Active management can result in higher risk-adjusted returns.
Financial Advisor May 2011 Jeff Schlegel	Mainstreaming Alternatives Financial advisors are taking a shine to alternative investments.
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.
The Motley Fool May 7, 2009 Dan Caplinger	Do This Before You Buy (or Sell) the Rally With the downs and ups of the market, how much of your money should you have in stocks right now? If you look at the rally and say "as much as possible," then you haven't learned as much from the bear market as you should have.
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.
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.
Investment Advisor March 2007 Susan L. Hirshman	Managing Fear, Maintaining Your Edge How to educate and enlighten your clients on alternative investments.
Financial Planning November 1, 2006 Elizabeth O'Brien	Fund Manager Profile Taking the Global View: Jeff Knight leads a standout fund at beleaguered mutual fund group Putnam.
The Motley Fool February 23, 2007 Dan Caplinger	Don't Leave Your Investments on Autopilot An occasional look can reveal profitable adjustments to your portfolio.
Registered Rep. June 10, 2011 Diana Britton	Pershing: Getting Client Assets Off the Sidelines Though the market has been in recovery mode for some time, many investors are still afraid to dive back in and are holding their cash on the sidelines. To get them back in the game, advisors should reset future expectations.
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 September 1, 2009 Craig L. Israelsen	Upper-Left Quadrant Prudent investing requires the construction of multi-asset portfolios.
Financial Advisor March 2010 Alan Lavine	Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.
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 March 2011 Somnath Basu	Back To Basics Advisors don't need to rely on complicated models to help clients avert losses.
On Wall Street February 1, 2013 Matthew Lemieux	Fine-Tuning a Portfolio Gets Year off to a Good Start The beginning of a year offers an opportunity to see how investments align with life goals.
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.
Financial Advisor March 2004 Marla Brill	Was Last Yearis Rally A Headfake? Jeremy Grantham says yes, and thinks the bear market will return in 2005.
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.
Financial Planning January 1, 2006 Marshall Eckblad	Bookshelf Rick Ferri's new book All About Asset Allocation shows investors how asset allocation and rebalancing into fixed asset classes can render consistent long-term results.
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 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.
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.
On Wall Street August 1, 2011 Matthew Lemieux	The Growth of Non-Traditional Strategies When added to an investment portfolio, non-traditional approaches in mutual funds may create opportunities for return enhancement or risk reduction.
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.
Financial Planning May 1, 2005 Litman & Gregory	Mutual Fund Monitor Here is a brief run-through of our defensive fat-pitch asset classes: Commodity futures... Foreign bonds... etc.
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 June 4, 2009 Dan Caplinger	These Stocks Belong in Your Portfolio Enhance your returns by seeking out specialized investments.