Practical analysis for investment professionals

Portfolio Management Techniques


Strategic Asset Allocation or: How I Learned to Stop Worrying and Love the Dispersion

The old adage that allocation determines 90% of performance is rapidly becoming outdated.

Avoiding Disaster with Catastrophe Bonds?

What role might catastrophe bonds, or cat bonds, play in a diversified portfolio?

Tax-Smart Management of Your Muni Portfolio

Tax-smart portfolio valuation signals opportunities to improve after-tax performance by recognizing losses.

The True Value of Your Muni Portfolio

Viewing your muni portfolio through a tax-smart lens will open your eyes to its true after-tax value.

Building Optimized Portfolios with JPMorgan’s 2021 Forecasts

Even as equity markets set all-time highs and bond yields near generational lows, it is still possible to build resilient portfolios with reasonable return expectations.

How to Manage Inflation Risk: The Local Inflation Factor

Amid increasing inflation fears, how can investors measure and protect against the inflation risk in their portfolios?

Is Technology a New Asset Class?

Investors may need to pay more attention to tech than all other sectors combined.

Dollar-Cost Averaging (DCA): A Reappraisal

Now is a good time to revisit the logic of dollar-cost averaging (DCA) in investing.