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How can investors buy into
the various sectors of the bond market? In
Buying the Bond Markets, the Advisor provides
information on index funds and ETFs that target
specific sectors of the bond market including
Treasuries, Governments, investment-grade
corporate bonds, high-yield bonds,
mortgage-backed bonds, foreign sovereign debt
bonds, and international inflation-indexed
bonds. Information on nearly fifty funds is
provided. See
Buying the Bond Markets.
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Current Commentary:
Our editor offers thoughts and observations on a
variety of subjects affecting the investment
world, from the behavior of individual
investors, to the efficient market hypothesis,
to the foibles of financial engineering.
The View
from the Land of Steady Habits.
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The Asset Allocation Advisor provides
information and analysis of global capital markets
including historical return and risk information,
current market valuations and comparisons based on
current and projected valuation factors, and projected
risks and performance correlations. Portfolio
performance is modeled using advanced optimization
techniques that identify the most efficient portfolio
allocations for various risk levels. |
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A RESOURCE FOR SERIOUS INVESTORS
The Asset Allocation Advisor is an on-line resource
dedicated to informing and educating readers about the
art and science of asset allocation and how to put that
art and science to work in maximizing investment returns
while minimizing risk.
The Asset Allocation Advisor is intended to meet the
needs of non-profit organizations, financial advisers,
and individuals managing their own retirement money for
sophisticated guidance in deciding how to diversify
their investments. Written for those with a serious
interest in managing tax-exempt portfolios—such as
non-profit endowments, or tax-deferred portfolios—such
as 401k or 403b plans, the Advisor provides information,
analysis, and portfolio modeling to use in formulating
allocation strategies.
The Advisor is also dedicated to informing and educating
readers about developments in the science of asset
allocation and opportunities in the capital markets for
diversification. Significant challenges and refinements
have been made to Markowitz’s Nobel prize-winning work
on portfolio optimization at the same time as the
development and integration of global capital markets
have made new asset classes available to investors.
Informed investors, trustees and managers need to
understand both the challenges and the advances to the
established science and the new opportunities in the
capital markets in order to achieve their portfolio
goals and fulfill their fiduciary responsibilities. The
Advisor is not for individuals managing taxable
portfolios.
REGULAR CONTENT
The View from the
Land of Steady Habits
Commentary on a variety of subjects affecting
investment portfolio management.
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Capital Market
Outlooks
Information and analysis regarding valuations of
various asset classes and the
impact of current conditions on expectations for future
returns.
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Efficient Frontiers
and Optimally Risky Portfolios
Reports on how asset classes can be combined to yield
efficient portfolios, that is, portfolios with the
maximum expected return for a given level of risk or,
conversely, the minimum expected risk for a given level
of return – utilizing advanced optimization techniques
that go beyond simple mean-variance optimization.
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The 10% Portfolios
Reports on how changing market
conditions and expectations affect the composition of a
portfolio with a target 10% return.
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The Art and Science
of Asset Allocation
Articles
exploring the discipline of asset allocation
optimization from both a practical and a technical
perspective.
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Managing Risk
Reports on issues of risk management, including
how to quantify investor risk tolerances, how
to measure risk exposures, and how to manage
investment portfolios within acceptable risk
tolerances.
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Special Features
Articles on topics of special interest to
investors - from how to deal with the recession
to how to invest in different asset classes. |
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