A prominent and well-regarded researcher, himself a founder of a pension consulting firm, recently released a bombshell Social Science Network report that reveals the underperformance of public ...

Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only to ...

Most investors have concerns about the global economy. We are almost a decade removed from the 2008 financial crisis and have witnessed the S&P 500 index appreciate by nearly 200 percent as of the ...

Alternative investments like real estate, commodities, and hedge funds often perform differently from stocks and bonds, offering useful diversification benefits. They also have the potential for ...

The world of investing is changing, in nearly every way, with many more people looking beyond traditional stocks and bonds to explore all types of alternative investments. These options help diversify ...

Performance measures must align with portfolio use and features. Avoid Sharpe and similar ratios due to flaws; consider alternatives like trimmed alpha, median returns, and value at risk. CAGR is ...

The 60/40 portfolio strategy—a mix of 60% stocks and 40% bonds—has served investors well for decades. But financial professionals say investors who plan to rebalance their portfolios by year’s end ...

Investors, both new and experienced, are constantly looking for ways to diversify and enhance their portfolios. Recently the industry has seen a shift in investors seeking alternative investment ...

When evaluating alternative investments, most people focus on the potential for higher returns. And while I believe the pursuit of higher returns is a strong reason for alternatives for quite a number ...

An investment portfolio is a collection of assets that puts your money to work for you. Capital invested in carefully ...