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Library » Why Asset Class Diversification is Important
April 16, 2014 | Active Management
One of the most effective risk management tools available to investors is diversification across multiple asset classes (e.g., stocks, bonds, and cash). A portfolio’s distribution across various asset classes is referred to as the portfolio’s asset allocation. Academic studies have shown that …
Markets & Economy » High Frequency Trading: Under the Spotlight
April 15, 2014 | Market Commentary
High frequency trading (HFT) has once again found itself in the spotlight. With the release of a new book highlighting the dangers and inequities of the practice, a recent 60 Minutes lead story, countless articles in well-circulated publications, and a federal investigation into the very legality …
Library » Why Managing Capital Risk Is Important
April 14, 2014 | Active Management
While risk is often defined by various statistics, the broadest definition of risk to investors is failing to achieve one’s investment objectives. There are three basic portfolio risks that can prevent an investor from reaching his/her goals: Capital Risk - the possibility of sustained …
Library » The Importance of Managing Inflation Risk for Long-Term Investors
April 09, 2014 | Active Management
Introduction to Risk Management While risk is often defined by various statistics, the broadest definition of risk to investors is failing to achieve one’s investment objectives. There are three basic portfolio risks that can prevent an investor from reaching his/her goals: Capital Risk—the …
Library » Understanding Reinvestment Rate Risk in Today’s Environment: Avoiding Going Broke “Safely”
April 03, 2014 | Active Management
While risk is often defined by various statistics, the broadest definition of risk to investors is failing to achieve one’s investment objectives. There are three basic portfolio risks that can prevent an investor from reaching his/her goals: Capital Risk - the possibility of sustained losses …
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 » Inflation, The Forgotten Risk?
March 17, 2014 | Investment Themes
Over the long-run, investors must successfully manage three key risks: capital risk, reinvestment risk and inflation risk. Capital risk – the risk of sustained loss– is perhaps the most understood of these three risks. However, reinvestment risk (the inability to redeploy investment cash flows to …
Library » Why Security and Sector Diversification Are Important
February 20, 2014 | Active Management
Security diversification refers to the allocation of a portfolio across different securities, so that no single security makes up too large a percentage of the portfolio. Sector diversification takes this idea one step further, making sure that the portfolio is distributed among multiple …
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 …
Markets & Economy » Inflation: The Forgotten Risk?
February 13, 2014 | Fixed Income
Over the long-run, investors must successfully manage key risks, including capital risk, reinvestment rate risk, and inflation risk. Years of disinflation coupled with very low market expectations for future inflation have lulled many into a false sense of security that inflation can’t happen …
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