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Articles tagged "modern portfolio theory"


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Robert Boslego: RIAs should not be swayed into following The Endowment Model just because the elite universities use it.

Why the Yale endowment model has potentially calamitous pitfalls according to ... Yale itself

The endowment model's 20-year winning streak had consultants and asset managers imitating its high-risk strategies -- and then came the crash

September 21, 2012 at 4:28 AM

Rob Isbitts: Past performance guarantees one thing: That you cannot have that past performance.

The 4 biggest investment performance myths -- and how they can torpedo advisor-client trust

How to sidestep Wall Street mythology and give clients a clarified perspective on the ups and downs of their investments

July 2, 2012 at 4:24 PM

Robert Boslego: The endowments remain exposed to the risk of blowup during future market panics or crashes.

Why the Yale endowment model may still be fundamentally flawed

After the 2008-2009 crash, many concluded that liquidity was the problem -- but what if it's old-fashioned diversification?

June 15, 2012 at 2:44 AM

Tim Keating: The endowments succumbed to the fallacy that as long-term investors they had no need for short-term liquidity.

The Yale endowment model 
of investing is not dead

Ivy League money managers made questionable decisions and asset allocation, modern portfolio theory got blame

April 20, 2010 at 6:20 AM

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