This post is by Justin Wells, Executive Director of Envision Learning Partners. Portfolio assessment has been around for a long time, and the practice appears to be growing. It’s easy to see why. A ...

Morningstar’s Christine Benz put together a series of investment portfolio examples that both retirees and savers can refer to as they build their own portfolios. The goal of these portfolios isn’t to ...

Well-connected hedge fund managers are likely sharing their best ideas — and their networks are benefiting. This information sharing seems to be beneficial for the hedge funds involved: When Spilker ...

A trend among investment managers is to focus on “evidence-based” investing, which boils down to adopting strategies that have strong empirical support and ideally a strong theoretical foundation to ...

The economic literature has long attributed non-zero expected excess returns in currency markets to time-varying risk premiums demanded by risk-averse investors. This paper, building on Bacchetta and ...

No one mentioned teaching portfolios in the professional-development seminars I attended as a doctoral student, so when I encountered requests for that item (or the vaguer “evidence of teaching ...

Talks about portfolio asset allocation are often reignited whenever stock market investors are facing uncertainty. When the Trump administration's tariff policies sent many stock market indexes into ...