article thumbnail

Research links: taking comfort

Abnormal Returns

quantpedia.com) A round-up of recent white papers including 'When the Market Outgrows the Index.' klementoninvesting.substack.com) How hedge fund Marshall Wace leverages outside recommendations into their (successful) portfolio. Quant stuff How to (carefully) use ChatGPT in your research. Aggregate Bond Index broken?

article thumbnail

Research links: more than math

Abnormal Returns

rcmalternatives.com) How skew and kurtosis should play a role in portfolio construction. mailchi.mp) Round-ups A round-up of recent white papers including 'A New Paradigm in Active Equity.' Skew Why investors avoid positive-skew investment strategies.

Math 147
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Research links: comparing yields

Abnormal Returns

mrzepczynski.blogspot.com) A round-up of recent white papers including 'Japan: The Land of the Rising Profits.' simplify.us) How to make risk parity portfolio perform better. (alphaarchitect.com) Poor ESG scores don't prevent new share issuance. papers.ssrn.com) Quant stuff Research shouldn't happen in a vacuum.

Retail 263
article thumbnail

Rethinking What Is Safe

Random Roger's Retirement Planning

Meb Faber posted a short white paper titled What Is The Safest Investment Asset ? The white paper plays with the following mixes of GAA and T-bills. Year by year, it is a flip of the coin between GAA-Portfolio 1 and the allocation I concocted for Portfolio 2. This will be fun. The results.

article thumbnail

Updated Whitepaper – Defined Duration Investing

Discipline Funds

We’ve been implementing the Defined Duration strategy in real-time for over a year now and the feedback has been tremendously positive (updated white paper is here ). This allows us to build a portfolio that is very similar to a bond ladder in that it structures your allocation across time. How Does it Work?

article thumbnail

Top Strategies for Registered Investment Advisor Marketing

Midstream Marketing

Content marketing: Share helpful tips through blog posts, articles, and white papers. Create clear goals and objectives for the team. Check performance often to make changes when needed. Public relations: Share your knowledge in industry publications and local news.

article thumbnail

Risk Tolerance Dysfunctions

Inside Information

The test mashed up risk tolerance, risk capacity and risk perception (people see only upside during a bull market, and only risk during the bearish times), which means the scores could be different for different time periods, and might lead to clients taking on more volatility in their portfolios than they could afford, or perhaps less.