Practical analysis for investment professionals

behavioral portfolio management

The Active Equity Renaissance: Rejecting a Broken 1970s Model

Collectively, active equity delivers no value to its investors and, in fact, extracts value from them. So what can be done to launch an active equity renaissance?

To Rebalance or Not to Rebalance

Does rebalancing add value? More specifically, are the people who have the most to gain from rebalancing actively engaged in the practice? And are those who are actively rebalancing actually benefiting from the exercise? These are questions to which all professional money managers should have crystal clear answers.

Behavioral Portfolio Management: Emotions and Volatility Are Key to Successful Implementation

Despite numerous studies attempting to link volatility to changing fundamentals, research shows that investor emotions are the root cause of the vast majority of these price changes, according to C. Thomas Howard.

Behavioral Portfolio Management: An Alternative to Modern Portfolio Theory

As modern portfolio theory fades in reputation from intense pressure from behavioral finance, many researchers are seeking to fill the void with behavioral finance applications. Behavioral portfolio management is one such model.

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