Search results for: modern portfolio theory
Explore a Bayesian approach to investing that updates beliefs with data, manages risk, and identifies market mispricing.
Penman and Pope refine classic value investing through the lens of financial statements.
This quarter's top reads reveal what's capturing the attention of investment professionals.
Modern portfolio theory has taught professional investors the benefits of diversification. Maybe it is time to diversify in a more intentional way to reduce extreme market concentration.
From mean variance optimization to net worth optimization. We no longer need to ask which is more important, the client’s attitude toward risk or the client’s capacity to take on risk.
Our Conversations with Frank Fabozzi, CFA series aims to bring leading experts in finance and economics into dialogue to explore critical issues shaping the industry's future.
What makes infrastructure debt a compelling asset class?
Stocks are a good investment long-term, providing that you dial in your expectations. New historical findings provide a richer, more complete understanding of international returns.
This engaging book is simultaneously memorable and humorous. The numerous sports analogies will have you smiling as you absorb Larry Swedroe's unforgettable investment precepts.
Regret risk is a quantifiable phenomenon. The answer for some clients may be equally weighted portfolios.