Tag "Modern Portfolio Theory"

The Hows, Whys, and Right and Wrong Way to Use Asset Allocation

The future of true asset allocation may lie in understanding its past.

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Why Asset Allocation Doesn’t Matter In The Long Run

The results are in. Asset allocation doesn’t work in the long run. Rebalancing doesn’t produce better returns in the long run. In short, asset allocation as popularly practiced is myth.

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How’d an Innocent Fiduciary Like You End Up Asset Allocating?

Much of asset allocation marketing collateral is founded on a simple misinterpretation, yet this myth persists. Why?

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7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 5th Deadly Sin – Misapplied Asset Allocation

Are our expectations of Asset Allocation too high?

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Steps the 401k Fiduciary Can Take to Avoid Poor Plan Design

Perhaps we’ve learned choice isn’t all that it’s cracked up to be.

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Which Retirement Plan Fiduciary Most Drives 401k Plan Design

Over the decades, the role and standard of different types of service providers has shifted when it comes to plan design. But one thing remains constant.

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Has the 401k Fiduciary Unknowingly Put Employees in Peril?

If 401k plan sponsors have failed to update both their plan menu options and their education program to this new paradigm, they may have unknowingly placed their employees in peril.

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Why Every 401k Fiduciary Should Redefine Risk as What Happens When You Miss Your Goal

Volatility simply can’t be used to measure risk because it contains components both of risk and reward. Here’s a better way to measure true investor peril.

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A 401k Fiduciary Dilemma: The Risk of Using Volatility to Define Risk

Despite evidence of its uselessness, it’s been a long goodbye for volatility. Will this bomb unsuspecting plan sponsors?

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Plan Sponsor Alert: Behavioral Finance Reframing Future of 401k

It’s clear behavioral finance and economics studies will continue to define the leading edge of 401k design and implementation.

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