Portfolio management

New flavors in a portfolio can help juice returns, but beware of the risks.

As social investing has broadened its horizons, returns have also improved, says Matt Papazian, CIO of Cardan Capital Partners.

Advisers may want to point out to clients that protection against exchange rate fluctuations can have major consequences.

Just one is easier for advisers, but there are good reasons to have two. Here’s how to help clients decide.

Here are ways to engage them in more positive thinking when the market gyrates.

This method allows advisers to focus on market data evidence and academic research.

A NING trust can provide significant savings and help clients avoid gift tax ramifications.

SMAs also allow clients to invest in line with personal values and offer customization.

Advisers must be creative and persistent in figuring out risk tolerance levels.

Most times, remaining calm and sticking to a long-term asset allocation is the best course.

The practice can seem counterintuitive to clients. Here’s how to break through their resistance.

Educate them on the risks and lower volatility of a geographically diversified portfolio.

Patience is a virtue, but advisers can suggest it as a portfolio diversifier that clients can actually control.

Even after Congress phased out two popular claiming strategies, you should remind clients they can increase their benefits simply by being patient.

If clients are seeking performance steadiness, help them build a diversified portfolio that includes exciting engine asset classes but also some that will act as safety brakes.

Modern advisers have much to learn from Blaise Pascal and his influential insights on taking chances.

Risk protection requires holding some investments that underperform when stocks rise, such as government bonds. But the payoff can come when the tide turns.

Ending a three-year slump with its largest quarterly increase in almost 30 years, the timing is right for a closer look, Lipper research analyst Patrick Keon says.

Global bond funds have been gaining in popularity due to their increased diversification, larger opportunity set and ability to reduce exposure to any single central bank, two leading portfolio managers say.