Portfolio Management Techniques
What are the five most common client concerns and how can we address them?
"If life were unchanging, then options would not be as valuable, but life is always changing, which makes options and the ability to deal with uncertainties very precious." — Myron Scholes
Most investment products simply provide exposure to the stock market in complicated wrappers.
The Worth of Art: Financial Tools for the Art Markets, by Arturo Cifuentes and Ventura Charlin, is indispensable for anyone making an initial foray into art as a vehicle for building wealth.
Pulak Prasad reframes the quest for long-term investment success from a focus on the tools we have to a focus on the outcomes we seek.
To understand risk for portfolio optimization purposes, we need to consider regret.
A fund family's success with bond funds may not translate to the equity side of the ledger.
How do portfolios with asset allocations of 100% equity, 100% bond, 60/40, and 80/20 in the US, UK, Italian, Swiss, and global markets perform over time?
How can we identify and measure a portfolio's benchmark misfit risk?
One AI equity trading model hints at the technology's potential to transform investment management.