This focused session discusses factor misalignment in portfolios construction, specifically around how it occurs when mean-variance optimization is performed on an alpha factor that is not contained ...

Diversification is a common topic in portfolio construction. Rather than serving as the sole, quantifiable objective, it is most often either pursued in tandem with another objective – such as return ...

FlexTrade Systems (@FlexTrade), a global leader in multi-asset execution and order management systems, and Portx, an advanced portfolio construction and analytics provider, today announced the ...

The bucket approach to retirement portfolio planning is a strategy for funding retirement cash-flow needs while also maintaining a diversified portfolio of stocks, bonds, and cash. The overarching ...

For many institutional investors, ESG is still an area filled with question marks and potential. ESG is an investment driver that once engaged with permeates the investment process all the way through ...

The expected comeback of the 60/40 portfolio in the first half of 2023 has taken a pause as stock and bond returns face the pressure of higher yields. Continued macroeconomic uncertainty threatens to ...

Advisors must juggle short- and long-term considerations when they make changes to their clients’ asset allocations. They have support for this process in the form of research from home offices and ...

Financial advisors see artificial intelligence eclipsing every other technology trend in wealth management this year, with AI-driven portfolio recommendations and construction emerging as the most ...

Portfolio construction techniques based on predicted risk, without expected returns, have become quite popular within the last couple of years. Especially on Seeking Alpha, great articles have been ...

Markets have entered a different kind of environment. Inflation is no longer anchored where it once was. The idea of building a traditional strategic asset allocation, defined asset class buckets, ...