Modern Portfolio Theory
The Checklist for the Ideal 401k Investment Due Diligence Process
Thousands and thousands of words based on dozens of interviews summarized into a ten-item checklist. But, due diligence is like a river. It’s constantly moving, constantly changing.
A Trip Down Memory Lane – Revisiting Portfolio Optimization
It took finance professors more than half a century to conclude what a 1956 Elvis chart-topper told us in 2 minutes and 33 seconds.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 9/2/11
As the fight shift from adopting a fiduciary standard to redefining “fiduciary,” we learn the fee-counters might be counting the chickens before they’re hatched.
Risk and the 401k Investor: How Plan Sponsors Can Avoid Misleading Employees
Here are three easy practices a 401k plan fiduciary can implement to avoid one of the common investing mistakes identified by researchers in the field of behavioral finance.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 8/26/11
A week with compliance news coming in from all sides. What issue will have the greatest impact?
Why Risk Doesn’t Matter to the ERISA Fiduciary
First the bad news: The client isn’t always right. Now the worse news: If you listen to the client you’ve just bitten off a chunk of fiduciary liability. How did you get in this mess in the first place?
The 401k Plan Sponsor’s Dilemma – What’s Wrong with “Risk”
How a simple pub game destroyed the nearly two generations-old foundation that built a Nobel-Prize winning investment theory.
Investment Risk and the 401k Fiduciary: An Overview of Components
To best understand what is wrong with the misuse of investment “risk tolerance,” we need to understand these components of risk.
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