Viewpoints about Portfolio Construction
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Model behavior: the driving forces behind the growth of model portfolios
The increasing awareness of the benefits that models can offer has led to an explosion in products available to financial professionals and their clients, but the proliferation of choice requires careful navigation.
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Market downturns can help target-date investors grow their retirement savings
In times of volatility, it can be tempting to consider cutting your losses and heading for the exits. But we believe a market downturn should be viewed as an opportunity rather than a catastrophe.
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Target-date funds: enabling investors to focus on the hard work of saving for retirement
Target date funds can get investors started on saving and keep them saving, helping them fight the tendencies to be too aggressive in rising markets and too panicky in falling ones.
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Multifactor ETFs: focus on portfolio construction, not factor timing
We believe multifactor ETFs are best used as strategic portfolio construction tools for long-term investors.
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Avoid manager concentration risk with an open-architecture target-date fund
DC plan-level best practices call for open architecture investment menus, but that line of thinking hasn't always extended to target-date portfolio construction. See the forward-thinking fiduciary’s response.
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Behavioral alpha: designing a feedback loop
In the final part of our series on how human behavior can affect investment decisions, we’ll examine the performance review session, including techniques to promote deliberate process improvement.
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As ETFs continue to grow, know what you own
When it comes to exchange-traded funds, it’s always a good idea to know what you own. Here are the basic types of ETFs investors can choose from.
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What are separately managed accounts?
Separately managed accounts recently hit an important milestone: $1 trillion in assets. We take a closer look at this long-established investment vehicle, what's behind the recent surge in popularity, and how they differ from mutual funds and ETFs.
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Behavioral alpha: do groups make better investment decisions than individuals?
In the fourth of a series of articles on how human behavior can affect investment decisions, we examine the interaction of individual biases and group dynamics and how they can lead to 'groupthink'.
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Behavioral alpha: the perils of the performance-chasing path
In the third of a series of articles on how human behavior can affect investment decisions, we look at the reasons why we’re predisposed to chase performance,and techniques to avoid it.
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