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 2010 Alan Lavine	Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.
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.
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 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.
Financial Planning July 1, 2007 Bob Veres	21st-Century Portfolios To a growing number of sophisticated investors, modern portfolio theory is beginning to seem a bit outmoded. Going forward, the financial planning profession will be looking, cautiously, at how to bring the investment process into a new century.
Financial Advisor March 2011 Somnath Basu	Back To Basics Advisors don't need to rely on complicated models to help clients avert losses.
Financial Advisor August 2009 Harold Evensky	Maybe MPT Isn't Dead? Before they decide to kill modern portfolio theory, advisors should consider the alternatives and their risks.
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 June 1, 2009 Ilana Polyak	Buy and Hope More and more advisors are rethinking a buy and hold strategy.
Financial Advisor December 2004 Joel P. Bruckenstein	Challenging Your Most Basic Assumptions The new book The Investment Think Tank makes you rethink some fundamental financial advisory principles. With its unique blend of the theoretical, practical and futuristic financial ideas, the book is sometimes controversial but never boring.
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 2012 Scott A. MacKillop	MPT -- A Tool, Not An Answer Improving the data we use and how we evaluate results will lead us to the best conclusions for clients.
Financial Advisor February 2009 Mary Rowland	Everyone Is Wrong The true source of market volatility is mistakes, says market observer Woody Brock, founder and president of Strategic Economic Decisions.
Financial Planning June 1, 2006 Bob Veres	Investment Heresies Advisers need to stay open to any new theories that test the value of Modern Portfolio Theory. Based on an informal survey, more than half of all advisers are making at least small deviations from a strict MPT/MVO strategy. So the profession is already beyond the current paradigm.
Financial Advisor July 2007 Andrew Gluck	Stating A Preference In this interview with William Sharpe, the Nobel Prize winning creator of the Capital Asset Pricing Model takes another look at his work.
Financial Planning September 1, 2011 Bob Veres	Goodbye, Old Theory There's still a lot of unexplored terrain in the financial services field.
Financial Advisor December 2011 James Picerno	Model-Free Investing Is equal weighting's agnostic view of asset-pricing theory an advantage?
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 September 2005 Deena Katz	What's For Dinner? Financial advisory clients take comfort in a disciplined investment process. They take comfort in the planning that is the framework for our advice. So, next time your client wants to invest in the latest hot tip, ask him if he'd like a pickled pig's ear for dinner.
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.
The Motley Fool May 10, 2005 Mike Klein	Risky Business? Wall Street fears market gyrations, but history shows volatility breeds profits.
Financial Advisor August 2004 Pauline P. Lam	Commodity Investments Help Diversify Portfolios A new tool--resampled efficiency--helps create optimal allocations. Investors can gain exposure to commodities by investing in commodity index or individual commodity futures contracts. A third option is mutual funds.
Registered Rep. March 1, 2008 Stan Luxenberg	To Heck With Modern Portfolio Theory Are investors overdoing their foreign exposure? No, according to a growing number of financial advisors, who urge investors to put 30 percent to 50 percent of assets abroad.
Financial Advisor February 2010 Brian Dightman	Hardly Modern Modern Portfolio Theory needs to be updated to address issues like volatility distortion. Enter Post-Modern Portfolio Theory.
Financial Advisor March 2006 J. Michael Martin	Passive Is Not Enough Active portfolio management provides a great opportunity to grow your financial advisory practice.
Registered Rep. July 1, 2004 Stan Luxenberg	The Problem With a Long Life Academics are stepping forward, seeking to describe portfolios that will produce maximum returns while ensuring that retirees don't outlive their assets
Financial Planning June 1, 2013 Craig L. Israelsen	Update for Investing's Classic 'Efficient Frontier' Modern Portfolio Theory relies in part on the efficient frontier. But investors can now do better.
Registered Rep. February 22, 2012 Diana Britton	Yield of Dreams: No More Clownin' Around - it's a Zero Sum Game I applaud advisors for wanting to be more tactical and try something different with their clients' portfolios outside of MPT, but more often than not, you won't be able to make a difference.
BusinessWeek October 11, 2004 Christopher Farrell	Three Wise Men of Finance If you've ever put money in an index mutual fund, you can thank the three economists whose insights into the links between risk and return revolutionized investing forever. Their work won them the Nobel prize for economics in 1990 and changed the way investors and managers think.
Financial Advisor January 2006 Joshua M. Kaplan	Building a Better Portfolio, Relatively Speaking Utilizing Modern Correlation Statistic (MCS) to build an allocation comprised of complementary investment vehicles should result in an enhanced portfolio where there always exists some winners and some losers.
Financial Advisor May 2004 Gene Swanzey	Hedge Funds Can Complement Modern Portfolio Theory Active management can result in higher risk-adjusted returns.
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 Planning September 1, 2009 Carl Richards	What We Learned from the Market Collapse Finance experts and other observers offer their take on the market crisis.
Investment Advisor August 2009 Geoff Davey	Soapbox: Ducking (Swanning?) for Cover Many advisors' fail to accurately assess a client's risk tolerance and build portfolios that are consistent with that risk tolerance.
Registered Rep. April 16, 2009 John Churchill	Diversification bogus? Jim Rogers Says Financial Advisors Hide Behind It Jim Rogers says diversification is garbage -- stick with what you know, pick the right basket, put all your eggs in that baby and let it ride.
Investment Advisor May 2008 Timothy Noonan	Retirement Risk Redefined Boomers will face a new/old risk: that they may outlive their money. What's an advisor to do?
Financial Advisor October 2, 2009	Letters Great August issue... "Maybe MPT Isn't Dead"... "Transparency: A Model For Our Profession"... "Do Something!"...