Portfolio management

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.

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.