The size of a portfolio, measured by the number of holdings, is a very important factor in active
management. The number of holdings in a portfolio plays a significant role in whether or …

Saving and retirement planning currently rely on techniques that have proven to be failure
prone at best, and completely inadequate under the worst circumstances. Further, existing …

A risk management system should, at a minimum, explain asset class behavior and provide
useful insights. Most current methodologies fall short in one or both areas: They have …

The decisions an investment manager makes while building a portfolio have significant
implications on the return, the risk and the cost parameters of a portfolio. One such consideration …

Sustaining the family and its wealth beyond the lifetime of the founder is a challenging goal
to which most families aspire. Unfortunately, all too many families fall short, not for lack of …

Risks always accompany any possible type of activity, it is a complex economic concept,
without an effective management system which it is impossible to imagine the functioning of a …

The Journal of Investing (JOI) is a scholarly journal for the financial services industry, appealing
to both the academic and practitioner audiences. The JOI offers practical analysis and …

The Journal of Investing (JOI) is a scholarly journal for the financial services industry, appealing
to both the academic and practitioner audiences. The JOI offers practical analysis and …