portfolio management

portfolio management

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The Active Equity Renaissance: Understanding the Cult of Emotion

by C. Thomas Howard and Jason Voss, CFA Institute “I know you are afraid and you should be afraid. I will invest you ...
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active investing Insight Markets Outlook portfolio management Strategy

The Active Equity Renaissance: Rejecting a Broken 1970s Model

by C. Thomas Howard and Jason Voss, CFA Institute The average active equity mutual fund underperforms its benchmark. This statement sparks little controversy ...
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Insight Markets Outlook portfolio management Risk Management Strategy

Som Seif: The Best Time for Risk Management is Always

"There's never a bad time to think about risk management," says Som Seif, CEO, Purpose Investments. "A 20% market decline is probably as ...
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Five ways to execute a pro-risk strategy

by Anwiti Bahuguna, Ph.D., Senior Portfolio Manager, Columbia Threadneedle Investments A pro-risk investment strategy with a diversified approach makes sense in today’s markets. ...
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Insight Markets Outlook portfolio management Quantitative Investing Strategy

Should We Be Holding More Cash?

by Corey Hoffstein, Newfound Research This blog post is available for download as a PDF here. Modern portfolio theory provides a way for ...
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Adapative Asset Allocation Asset Allocation Insight Markets Outlook portfolio management Quantitative Investing Quantitative Investing Strategy

Asset Allocation is Not for the Faint of Heart (Long Live Diversification)

by Adam Butler, Resolve Asset Management I’m starting to feel like a rancourous curmudgeon, but I am frustrated by some of the misguided commentary on ...
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Asset Allocation Insight Markets Outlook portfolio management Strategy

How Diversification Became a Four-Letter Word

by Charles Bilello, Pension Partners For the fifth consecutive year, responsible financial advisors all across the country are apologizing to their clients. Why? ...
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Insight Markets Outlook portfolio management Quantitative Investing Quantitative Investing Strategy

Factor Rotation: Possible, but Worth It?

by Corey Hoffstein, Newfound Research Summary­­ With significant research into factor rotation in 2016, we expect to see more factor rotation strategies in ...
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Insight Markets Outlook portfolio management Strategy US Stocks

The upside potential of downside risks

by Jon Lagerstedt and Dr. Brian Jacobsen, Wells Fargo Asset Management Dr. Brian Jacobsen discusses preparing for downside events in order to participate ...
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The Permanent Portfolio

by Michael Batnick, The Irrelevant Investor For the last 35 years, the classic 60/40 portfolio returned 10.5% a year. It’s hard to imagine ...
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