Section
portfolio management
300 posts
Indexing Evangelist Has Changed his Mind
by Cullen Roche, Pragmatic Capitalism Big news, nerds – Burton Malkiel has changed his mind. The investment legend,…
Investment Strategy: How to diversify across active and passive
by Jeff Hussey, Russell Investments We all know that investing is inherently risky and that diversification is one…
Interview with William Sharpe (Masters in Business)
Bloomberg View columnist Barry Ritholtz interviews William F. Sharpe, creator of the Capital Asset Pricing Model, the Sharpe…
Little Big Details
by Corey Hoffstein, Newfound Research This blog post is available as a PDF download here. Limited attention drives…
Get Comfortable with Being Uncomfortable, Part 2: Maximum Diversification
by Adam Butler, CEO Resolve Asset Management This is the second of a three-part series we’re affectionately calling…
A Simulation-Based Rebuttal to Research Affiliates
by Corey Hoffstein, Newfound Research This post is available as a PDF download here. Research Affiliates published a…
Investment Strategy: The right mix of active AND passive?
by Jeff Hussey, Russell Investments Active or passive? We’re past that binary decision by now, aren’t we? When…
The Curious Case of the Missing Credit Premium
by Corey Hoffstein, Newfound Research Before we dive into this week’s commentary, we want to extend a very…
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…
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.…
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…
Should We Be Holding More Cash?
by Corey Hoffstein, Newfound Research This blog post is available for download as a PDF here. Modern portfolio…
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…
Factor Rotation: Possible, but Worth It?
by Corey Hoffstein, Newfound Research Summary With significant research into factor rotation in 2016, we expect to see…
The upside potential of downside risks
by Jon Lagerstedt and Dr. Brian Jacobsen, Wells Fargo Asset Management Dr. Brian Jacobsen discusses preparing for downside…
