Modern Portfolio Theory
7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 2nd Deadly Sin – The Joy of “Risk”
To really understand investment risk, we must first discover how risk management first evolved.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 5/20/11
This week features more bad news from Washington for fiduciary fans, the surprising return of the investment debate, the overly simplistic matter of fees and continued dour forebodings regarding pension plans.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/15/10
You won’t believe some of the articles that appeared this week – and supposedly high end publications!
Will Plan Sponsors Believe Their Lying Eyes or Will They Still Believe Bonds are “Safe”?
Would there still be a “Modern Portfolio Theory” if the volatility of bonds today existed 50 years ago?
401k Plan Sponsors Beware: Are You Lighting a Match in the Powder Room Despite 1995 Study?
The two conducted simulations and discovered they can fully explain the Equity Premium Puzzle if investors look at their portfolios on an annual basis. Here’s how it works.
7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 3rd Deadly Sin – “Bond Insecurity”
Again, it comes down to a question of needs, costs and personal preferences. What’s more important: Avoiding bankruptcy and sharing control or increasing long-term profits and retaining control?
401k Plan Sponsor & Participant Primer – The Risk-Return Tradeoff
Whether or not you agree with the evolution of Modern Portfolio Theory, you cannot deny the “risk-return trade-off” has become the common sense soundbite of the century for the world of investors.
Readers Select Top Fiduciary Stories of 2009: #9 New Research Reveals When Active Beats Passive
With the decline of Modern Portfolio Theory as the default operative model, sophisticated investors seek the Holy Grail – the theoretical basis for determining when active will beat passive and when passive will be active. Has it now been found?
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