Portfolio Management Techniques
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.
Should we be adjusting our allocations to emerging or frontier markets?
Do alternatives offer any diversification benefits?
Our clients' taxes and the tax-savings strategies we can devise for them should be on our minds year-round.
The crypto market’s recent gyrations necessitate a fresh look at the evolving relationships between crypto and traditional asset classes.
When have fixed-income assets actually done what portfolio managers and investors expect them to do?
Jim Cullen presents the value strategy and explains how to apply it in any type of market.
Outperformance and alpha are not exactly the same thing. So, how do we explain the difference?
The capital asset pricing model (CAPM) is a marvel of economic scholarship. The problem is that it doesn’t always work in practice. So, we fixed it.