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Library » A Historical Perspective on the Asset Allocation Decision

March 26, 2014 | Active Management

Introduction To a large extent, investment objectives are driven by investment time horizon, magnitude of withdrawals, and risk tolerance level. These goals must be identified and prioritized in order to determine an appropriate asset allocation. Establishing the appropriate asset allocation for …

Library » Introduction to Risk Management

February 15, 2014 | Active Management

In general, the primary purpose of your investment portfolio is to meet your stated goals. Thus, risk management is defined as limiting your portfolio’s exposure to the risks that could prevent you from reaching your stated investment objectives over your given time frame. There are three basic …

Library » Navigating the Hazards of Risk Measurement

May 20, 2012 | Active Management

Introduction For years, investors have universally accepted that risk and return are inherently two sides to the same coin. You cannot have return without risk. However, while investment returns are obvious; investment risk is much more subtle. If you ask three investors to define risk, you will …

Library » An Inflation-Focused Investment Approach

March 15, 2012 | Active Management

Overview The global economy is currently facing a unique inflationary environment in which pockets of inflation are developing in certain industries and geographies, yet excess capacity in other parts of the world is resulting in a more subdued inflationary environment overall. As these fluid …


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