Portfolio construction

Outperformance helps the sin industries be profitable, the Journal of Portfolio Management authors found.

To build a portfolio that is balanced and robust, advisers must calculate true risk while incorporating what makes each client unique.

Integrating the strategy into portfolios has become one way clients and institutions strive make a difference.

Be it retirement, college saving or planning for emergencies, goals should drive the investments.

Don't let momentum for an asset class in either direction overtake logic.

Clients are wary about investing in companies that might never develop a product beyond the R&D stage, says ROBO Global’s CEO.

Sept. 4: As managers acquaint themselves with the AI and automation industries, one firm has been deeply invested in the burgeoning field.

Can three foreign market index funds outperform a single total non-U.S. market index fund?

This sector had a bad name for years after the crisis. Is it time to include it in portfolios?

Can a single mega total-market index fund outperform an equally weighted basket of large-cap, mid-cap and small-cap funds? The answer may surprise you.

Concentrate on the factors that you and your clients can control.

Fundamental indexing is drawing more scrutiny, and greater concern about how these indexes are assembled.

A majority of advisers (60%) want to diversify using the same investment vehicles regardless of market conditions, yet 27% say today's market makes diversification harder with current asset allocation.

Taking a 20-year outlook is the best way to make gains, says Lipper number cruncher Tom Roseen.

Behavioral economics, essentially a combination of economics and psychology, is tailor-made to help straighten irrational decisions when it comes to portfolio construction.

There are ways to prompt a more accurate “risk answer.” Instead of framing losses as a percent, use dollar terms to drive the point home.

Whenever any investing style becomes too popular, future returns are likely to lag.

For a solution, look to deficiencies found in the Markowitz model, one manager says.

Three index funds may be all clients need. But that's rarely what they end up with.