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 2011 James Picerno	Strength In Numbers Indexing is moving past the standard beta carve-ups, such as small- vs. large-cap equities and value vs. growth stocks. A new era of factor-based indexing is dawning, and it promises to be far more nuanced and complicated.
Registered Rep. June 9, 2011 Nate Wendler	AQR Courts Advisors with High-Performing Alternative Funds RIA advisors looking to add low-correlated assets at low cost to client portfolios could do well to consider three no-load alternative mutual funds from AQR, or Applied Quantitative Research.
Financial Advisor August 2010 James Picerno	Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason.
Investment Advisor October 2009 James J. Green	Danger & Opportunity: He's Got the Momentum Cliff Asness, a hedge fund manager who caters to institutions, is a true believer in momentum investing.
Financial Advisor March 2004 Lynn O'Shaughnessy	The Truth Behind Momentum Investing The theory works, until you factor in trading costs.
Financial Planning May 1, 2008 Gene Fama	The Big Mo In tough and volatile market climates, advisors often cast about for alternatives to stocks and bonds. One such alternative is 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 February 2009 James Picerno	We're All Value Investors Now The financial mindset is moving closer to what Ben Graham discovered long ago: Fundamental value matters.
Financial Planning September 1, 2006 Scott A. Leonard	The Smaller, the Better Rumors that the small-cap effect is dead are most definitely premature. By focusing on the smallest of the small caps, financial advisors can see that the small-cap effect appears to be alive and well. You just need to know where to look for it.
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 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 Advisor June 2004 Kevin M. Wilson	Why Value Beats Growth Portfolios using asset allocation combined with value investing produce better financial results. How should you advise clients to invest?
Financial Planning May 1, 2010 Ken Solow	Strategy, Analyzed The reasons for a buy and hold, strategic asset allocation investment philosophy are flawed and planners should consider adding active portfolio management to their practices.
Financial Advisor March 2008 Sydney LeBlanc	Investment Utopia With index investing used as a foundation, numerous strategies are being employed to help generate returns that may beat the market while keeping costs low and allowing investors to sleep at night.
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 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 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.
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 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.
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 March 2010 Robert J. Lindner	Subtraction Through Addition How adding risk to a client's portfolio can sometimes reduce overall risk.
Registered Rep. September 20, 2013 Brad Zigler	Finding Order in (Commodity) Chaos Managed futures funds have struggled recently, but historically outperform equities (at least on a risk-adjusted basis). Here's how retail investors can play along.
Financial Advisor March 2010 Alan Lavine	Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.
Financial Advisor April 2008 C. & J. Carty	Capturing Alpha With ETFs An actively managed portfolio of exchange-traded funds can generate risk-adjusted excess returns above those of its individual funds -- a positive alpha.
Registered Rep. June 4, 2012 Stan Luxenberg	Say Goodbye to Traditional Asset Allocation Factor investing, meant to lower volatility, caught on in academia two decades ago. Asset managers are only too eager to roll out funds based on the concept.
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.
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 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?
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 December 1, 2005 Donald Jay Korn	Hot Commodities Real assets are on a tear. Better yet, they offer great diversification and a hedge against inflation. The current trend probably has room to run, and there are other very real reasons to allocate a regular portion of clients' portfolios to commodities.
On Wall Street September 1, 2008 J Gibson Watson	The Sleeping Bear Has Emerged. Now What? The hardest-hit market segments are often the ones that will lead the pack during the subsequent recovery.
Investment Advisor June 1, 2011 Savita Iyer-Ahrestani	Stockpiling Commodities The traditional stock/bond breakdown is no longer enough; for true diversification, clients need to add commodities to their portfolios.
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.
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 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 February 2008 Bruce A. Weininger	Out Of The Style Box You have a much greater chance of improving performance by using a smaller number of managers who have shown an ability to outperform the market -- as long as you give them the freedom to invest in their best ideas, unconstrained by the style-box police.
Financial Advisor August 2009 Marla Brill	Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices.
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.
Financial Planning November 1, 2006 Dan Wheeler	Meet or Beat? If you can beat the market -- or if you find someone who can -- you are a truly exceptional financial advisor. But if you can't, isn't it better to stop wasting time, and accept the returns the capital markets provide?
Financial Advisor December 2009 Evan Simonoff	Absolute Return Obsession With the correlation landscape changing, the interest in absolute return funds is growing.
Financial Planning March 1, 2006 Bob Veres	Beyond the Pyramid Think you know the state of the art in portfolio management? New research may offer some surprises -- and suggest new approaches.
Registered Rep. July 26, 2012 Brad Zigler	Managed Futures: Easier To Get, But Harder To Love Obama okays advertising by hedge funds and CTAs. What effect will this have on the investment vehicles?
The Motley Fool January 20, 2006 Doug Short	Competing With the S&P 500 If you want to increase your chance of beating the S&P 500 year after year, one good way is to broaden your investment choices to include a generous mix of smaller caps and international equities. Mutual funds and ETFs offer an easy means to get that degree of breadth.
On Wall Street October 1, 2008 Kunal Kapoor	'Lost Decade' May Yet Happen if Investors Aren't Careful Investors who mistakenly viewed the past 10 years as a lost cause made an elementary mistake and they're about to do it again.
Financial Advisor May 2009 James Picerno	A Necessary Evil What is crucial to the success of diversification is the price you pay for initiating exposure to different asset classes. At certain times, you're paid to assume risk; at other times you're not paid to assume risk.
Registered Rep. February 1, 2003 Stuart Chaussee	Trading Places It's time for a growth rebound. The argument for growth rests on the reversion-to-the-mean concept. Overly simplified, the concept means that when stocks (or any asset class) outperform their historical average, that asset class enters a period of underperformance and vice versa.
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 September 2008	21st Century Asset Allocation Over the past several years, institutional investors increasingly have opted to allocate a portion of their portfolios to alternative investments as a way to smooth out market volatility. This trend is now spreading to the retail marketplace.
BusinessWeek May 1, 2006 Aaron Pressman	A High-Risk Diet For Investors Why a portfolio full of commodities may not be the best hedge against inflation.