Portfolio construction

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.

Jack Bogle's advice flies in the face of the market’s recent conventional wisdom.