Portfolio diversity

Smart beta and other factor investing often leads to more complexity than necessary.

The performance is different depending on the index provider used.

Asset allocation is the glue that connects and aligns an investor’s goals and strategies.

Doing homework and knowing how to enter and how to exit are essential.

The key is creating a portfolio that clients will stick with through thick and thin.

The probability of success with stocks and bonds is higher and much easier.

Figuring out how to build client portfolios now may leave advisors scratching their heads.

Why gaining short-term bond exposure through mutual funds isn’t a smart bet.

How to discuss risk when they become restless.

The firm wants to adopt a new benchmark that would add specialty REITs to the mix.

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.

Some advisers prefer to allot a small pool of money to 'play' with

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

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.

Sometimes it’s business. Sometimes it’s sentimental. Whatever the reason, it’s almost always problematic when a client insists on keeping a very large position in a single stock.

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?