goals-based investing

28 August 2019

Goals-Based Investing: Should It Be the Norm?

To paraphrase Richard Thaler, all finance is behavioral. In the same spirit, all investment management should be goals-based.

18 November 2016

Has Goals-Based Investing Ruined Modern Portfolio Theory (MPT)?

By Hansi Mehrotra, CFA

Although a fundamentally important financial concept, modern or mean-variance portfolio theory (MPT) has been of little practical value to retail investors in their asset allocation. Hansi Mehrotra, CFA, believes it’s time to develop a more practical risk-management measure.

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Fund managers are closing more ETFs

Six exchange-traded funds backed by four firms are ceasing trading. They bring the number of ETFs shut down this year to 95. ETF (18 Sep.)

International Maritime Security Construct adds UAE

The UAE has joined the International Maritime Security Construct, a US-led effort that protects shipping. The UAE aims to ensure energy security and the flow of energy to the world economy, says Salem Mohammed Al Zaabi of the Ministry of Foreign Affairs and International Cooperation. Khaleej Times (United Arab Emirates) (19 Sep.)

ECB reportedly weighs Deutsche Bank inquiry over bond purchases

The European Central Bank is considering investigating Deutsche Bank's purchases of its own subordinated bonds, sources say. Deutsche Bank allegedly did not obtain approval for the purchases until 2017, and the bank could face a fine if the ECB finds wrongdoing. Reuters (18 Sep.)

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