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Financial Planning September 1, 2007 Gene Fama Jr.	Equities Decoded Fama and French's famous three-factor model gives a clear view of stock prices. Here's how it works.
Financial Planning February 1, 2007 David E. Adler	High Net Worth: Alpha-Beta Investing This institutional strategy is starting to make inroads among high-net-worth managers.
Financial Advisor September 2011 Miller & MacKillop	Rethinking Small Caps The long-held belief that small stocks beat large on a risk-adjusted basis is simply not supported by the facts.
The Motley Fool November 20, 2006 Dan Caplinger	It's All Greek to Me Finance's unique combination of mathematical and social sciences makes the field a linguistic battleground among academics. As ways to express financial concepts, alpha and beta are relatively simple.
Financial Planning February 1, 2007 Dan Wheeler	The Science of Success Long-term evidence proves that discipline and diversification are more effective than trying to beat the market. But keeping financial advisory clients disciplined can be extraordinarily difficult.
Financial Planning April 1, 2011 Suzanne McGee	Chasing Alpha With investment strategists and pundits predicting a long period of sluggish returns that may not make it out of the single digits, there is every reason for advisors to intensify their quest for alpha. But alpha is both hard to define and harder to find.
Financial Advisor April 2007 Matthew M. Brandeburg	Alpha: Charge Clients Based On The Value You Add As financial advisors, we need to quantify what our investment planning acumen is achieving for our clients.
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.
Financial Planning March 1, 2008 Jane Li	What is Exotic Beta? Exotic beta is essentially a practical, no-nonsense concept that financial planners can use to benefit the portfolios of everyday investors, not just the portfolios of the ultra-wealthy. Read on for more.
Financial Advisor March 2006 Brad Zigler	What Price Active Management? When stock picking is distilled from within a mutual fund, the true cost of active management bubbles to the surface.
The Motley Fool January 18, 2007 John Finneran	Foolish Book Review: "Investors and Markets" William Sharpe's new book may cause a revolution -- or, at least, a coup in finance.
Registered Rep. September 22, 2014 Brad Zigler	Active Management Under The Microscope Just how actively managed is your actively managed mutual fund? And, more importantly, what's the real pay-off for all that activity?
Financial Planning July 1, 2010 Craig L. Israelsen	Alpha and Beta Can a portfolio consisting entirely of beta-producing elements produce alpha? The answer is clearly yes.
Finance & Development December 1, 2008 Paolo Mauro	From Visionary to Innovator Robert J. Shiller has often been described as a visionary. In recent years his vision of new financial markets has started to become a reality.
Investment Advisor December 2005	Letters: A Real Head-Scratcher Guarding The Castle... Style Provocation...
CFO June 15, 2012	Defending Finance The world would be a much poorer place without advances in finance, argues a prominent economist.
Investment Advisor November 2005 Jeff Joseph	Hedgeworld Hedge Fund Focus: The Roles of Alpha and Beta Acknowledging the elusive nature of alpha is critical to hedge fund and absolute return investors, particularly because most think of alpha as the primary (if not the exclusive) source of hedge fund returns. But this may be an erroneous assumption.
Investment Advisor July 2007 Jeff Joseph	Overlay Uses 101 Separation of alpha and beta appears to be the mantra du jour in portfolio management. Here's how overlays fit in.
Financial Advisor March 2005 William J. Bernstein	The Good Company, Bad Stock Phenomenon Views on why value investments produce better returns than growth investments.
Financial Planning July 1, 2011 Allan S. Roth	The Benchmarking Game When choosing a benchmark the most appropriate choice usually isn't obvious for two reasons: It's rare that portfolios match one index substantially and they also change over time.
Financial Planning November 1, 2006 Craig L. Israelsen	Alpha Goes Abroad Excess returns turn up in overseas large-cap value funds.
Registered Rep. March 2, 2015 Swedroe & Berkin	The Incredible Shrinking Alpha The research shows that on a gross-return basis, active fund managers are able to generate alpha, exploiting the bad behavior of individual investors.
Investment Advisor May 2006 Joseph & Kurdas	Hedgeworld Hedge Fund Focus: The Search for Portable Returns With the portable approach, the search for top-performing managers as a source of alpha is separate from the desire to get market return on an asset class, the beta.
Investment Advisor October 2005 Joseph & Kurdas	Hedgeworld Hedge Fund Focus: Portable Alpha Investing Institutions seeking better risk-adjusted returns are increasingly employing a portable alpha approach, in some cases using this method to invest with multistrategy hedge fund managers through funds of funds.
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 February 1, 2006 Joan Warner	The Case For Portable ALPHA As international markets become more correlated, the need for financial advisers and money managers to access greater diversification -- while hedging risk -- could make this strategy investing's next hot model.
Registered Rep. January 1, 2003 Jason Van Steenwyk	Winning the "Loser's Game" Investing is an activity in which the victor often prevails because he makes fewer mistakes than his rival does. It is no different for financial advisors and your clients.
Registered Rep. October 1, 2012 Brad Zigler	Beta Is Not a Bad Word Adjusting a portfolio's beta creates value -- either positive or negative -- on top of any produced by the managers' stock-picking skills.
Financial Planning August 1, 2006 John Nersesian	The Right Stuff Here's how to use performance metrics to select and evaluate fund managers for your financial advisory clients.
Knowledge@Wharton	Is Behavioral Finance a Growth Industry? The subdiscipline of behavioral finance has gained ground over the last half-decade. The idea is simple: Investors are not as rational as traditional theory has assumed, and biases in their decision-making can have a cumulative effect on asset prices...
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.
Registered Rep. November 1, 2005 John Downes	Seeing Tomorrow Clients probably know how hard it is to pick outperforming stocks. What they may not fully grasp is how hard it is to choose a winning mutual fund or separate account manager. Advisors would be wise to keep up on the latest tools, since the retail set is far more sophisticated than ever.
Financial Planning September 1, 2008 John Phoenix	Seeking Tax Alpha Looking for tax alpha is a strategy based on a counterintuitive approach. Yet astute money managers will continue to do so and will post superior returns as a result.
Financial Planning September 1, 2006 Craig L. Israelsen	Alpha Up and Down If you select mutual funds on the basis of their alpha, you may want to check how consistent those alphas really are.
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 Planning August 1, 2006 Scott A. Leonard	The Dogs of the Dogs Should you be buying the worst of the worst for your clients? To get the most out of academic research, and to take full advantage of the added returns offered by value stocks, the easy conclusion is that when it comes to value, more is better.
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.
Financial Planning August 1, 2006 Craig L. Israelsen	Alpha in the Box The search for Shangri-La pales in comparison to the quest for funds that consistently deliver high alpha. The fundamental question for financial advisors: Does alpha differ across the nine Morningstar style boxes?