Category Archives: Portfolio Management

Humans vs. Machines: The Stress Management Edge

Wish we could turn back time, to the good old days When our momma sang us to sleep but now we’re stressed out Wish we could turn back time, to the good old days When our momma sang us to … Read More

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Breaking the Rules of Asset Management: Executives Adapting to Disruption

Skilled asset managers find opportunity in a crisis. Read More

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Antti Ilmanen Describes a Harsh Winter for Expected Returns

AQR’s Antti Ilmanen sees three distinct investing scenarios in the future: Slow pain, fast pain, or 2008 all over again. What are investors to do? Read More

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Raised Expectations, Lowered Rates of Return

Antti Ilmanen, a principal at AQR Capital Management, says everything is expensive because interest rates are at all-time lows. Read More

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Building a Valued Service Culture in Investment Management

Dan Ariely set out to remind the 300 investment professionals at this year’s European Investment Conference of two simple facts: Read More

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The Middle Office Strikes Back

Spectacular advances in computer-processing power, visualization methodologies, and other innovative techniques are now eroding boundaries among risk, performance, and investment decision-making professionals. Read More

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Navigating An Experimental Economic Environment

Our generation of investors must navigate an anemic global economy that was inconceivable only a few years ago, unmoved by zero interest rates and bursts of experimental monetary policy. Mark Harrison, CFA, has identified key presentations to help professionals chart a path forward. Read More

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Keynes the Investor: Lessons to Be Learned

Elroy Dimson, co-director for the Centre for Endowment Asset Management at Cambridge Judge Business School, shares how John Maynard Keynes, widely regarded as a great economist, was also a very successful investor. Read More

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Fresh Perspectives for European Investors: Currency, Asset Allocation, and Risk Management

Selections from CFA Institute Conference Proceedings for investment professionals ready to challenge their investment processes, practices, and mindsets. Read More

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Varietals for the Long Run? Wine Investments May Outperform Artwork and Bonds

By analyzing more than a century of investment data, Professor Elroy Dimson has found that annualized real returns for wine exceeded those for art, stamps, and government bonds. Read More

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