The mean-variance optimization suggested by Henry Markowitz represents a path-breaking work, the beginning of the so-called Modern Portfolio Theory. This theory has been criticized by some researchers ...

An institutional perspective on credit portfolios built for durability, probability-weighted outcomes, and cycle resilience.

The financial industry is going through a long-needed transformation. In the past, there was a clear distinction between traditional broker-dealers and alternative asset platforms providing access to ...

Forbes contributors publish independent expert analyses and insights. I’m a founder, writer and lecturer focusing on VC funds. Family offices are increasingly shifting their investment strategies away ...

I think fixed income provides a very healthy opportunity set to be able to add value through active management. Through active management, investors can achieve potential returns that are above what ...

A recent survey of financial advisors reveals a balanced approach to portfolio construction, with advisors increasingly combining active and passive strategies. While investment performance remains ...

Retirement is often the most significant financial commitment for American households, with many needing over $1 million to sustain their post-work years. A Prudential survey of 198 financial advisors ...

Income investment strategies in a dividend world are guided by a macroeconomic backdrop that’s subject to many moving parts. The Fed is widely expected to lower interest rates at its September meeting ...

David Bodamer of WealthManagement.com sits down with Mike Scarsciotti, SVP and head of investment specialists at Fidelity Investments, to discuss the changing dynamics of portfolio construction.

Many of you know that I frequently talk about the Bucket approach to retirement portfolio construction. I was inspired to work on bucketing after talking to Harold Evensky nearly two decades ago, and ...

Learn how key asset classes performed in 2023 and why diversification strategies that have worked in the past may not work in the future. Considering Correlation of Securities for the Purp ...