Displaying 94 results
Don’t overlook lagging managed futures as a risk hedge
Managed-futures strategies haven't been hot performers for at least two years, but asset flows and investor interest suggests the strategy is being viewed as a solid hedge against risk.
Advisers feeling more pressure to manage risk, communicate
Life is more complicated for advisers these days, who face increased pressure from investors to manage investment risk and communicate more frequently...
The art and science of risk management
Risk is a common enough term, but few people seem to share a common understanding of it. This…
Merrill: Guarding against the ‘triple threat’ to investor portfolios
The following is excerpted from a report by the Chief Investment Officer Team for Merrill Lynch Wealth…
Merrill: 12 portfolio ideas for 2012
The following is excerpted from a report by the Chief Investment Officer Team for Merrill Lynch…
Facing meager returns, is increased risk the answer?
The following is excerpted from a Q&A with the research team at Litman Gregory, and which appears in…
Finra’s risk survey ruffles B-D feathers
Trying to overcome broker-dealer wariness, the Financial Industry Regulatory Authority Inc. is beating the bushes to encourage firms…
Fed policy makes doing right by clients difficult
The following is excerpted from the quarterly commentary of Ben Inker, head of the Asset Allocation group for…
Grantham: How to survive betting against the bull
The central truth of the investment business is that investment behavior is driven by career risk.
Bill Gross: Opening up the playbook
Pimco chief discusses how successful investing in a deleveraging, low interest rate environment will require defensive in addition to offensive skills.
Different takes on risk assessment
When I boarded the Costa Concordia for a Mediterranean cruise in October 2009, I never considered the possibility of being on a sinking ship — much the way many investors never considered that a bear market could decimate their retirement nest egg.
Mesirow currency biz reaches into Middle East
Barely known in the Midwest beyond Chicago, Mesirow Financial Holdings Inc. is plotting to become a big name in another region: the Middle East
529 plan wrinkle aims to reduce worry lines of savers
Rhode Island's college savings plan has a new feature aimed at limiting parents' roller coaster ride when the markets face extreme environments. And observers say the idea may catch on with competitors.
Many black swans make the metaphor meaningless
The black swan was meant to be a rallying cry for preparedness. Instead it has become the opposite: a loathsome excuse for lack of planning by those who should know better.
Hardy har VAR: How JPMorgan is like Enron
Value-at-risk measurement proved to be way off for both companies
Absolute-return funds raise questions of risk
They are being positioned as a way to manage risk, but the push to sell absolute-return funds following…
Life carriers’ risk controls under scrutiny
Insurers are girding for a flurry of questions about their risk management from broker-dealers and advisers whose interest…
Life insurers gird for risk management grilling by advisers
Insurers are girding for a flurry of questions about their risk management from broker-dealers and advisers whose interest has grown following the economic bust.
Time to tweak modern portfolio theory
Traditionally, financial advisers have defined portfolio risk as portfolio volatility
BlackRock’s Kapito to advisers: Your B-Ds need to help more
Broker-dealer firms aren't providing financial advisers with the technology and resources that they need to manage risk in their portfolios, according to Robert S. Kapito, president of BlackRock Inc.
