Practical analysis for investment professionals
08 November 2012

Quantitative Methods: What Is Modern Portfolio Theory? (Video)

Many investors have been using Modern Portfolio theory to maximize return in their portfolios while reducing risk, but they often either aren’t sure what that means or aren’t even aware of the thinking that is informing their portfolio construction. To get a better sense of how investors should think about these frameworks, we asked Ed Aw, CFA, Head of Quantitative Strategies at Bessemer Investment Management, to come to our studio for an interview.

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About the Author(s)
Robert Stammers, CFA

Robert Stammers, CFA, is director of Investor Engagement for CFA Institute and is responsible for increasing the use and distribution of Future of Finance and CFA Institute content by various audiences. Prior to joining CFA Institute, Stammers was the principal for his founded company where he consulted for real estate owners, lenders, and syndicators to develop and analyze structured real estate investments. There he devised strategy for obtaining debt and preferred equity capital and created finance-related marketing materials and research papers for various clients. Stammers has authored over 100 articles on various financial and investment topics for such investment periodicals as Forbes and Investopedia. He served as a senior equity analyst, where he was responsible for the creation of new investment tools and instructional products to provide the revenues for two new investment education companies. As a senior executive for several institutional fund managers, Stammers was the portfolio manager for a $1 billion enhanced real estate fund, a $1.2 billion private timber fund, and several pension fund separate accounts.

2 thoughts on “Quantitative Methods: What Is Modern Portfolio Theory? (Video)”

  1. gordon snyder says:

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  2. Nice article I truly enjoyed it!

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