It's more about winning by not losing in Bear markets than winning in Bull markets. The approach tends to generate higher returns and lower maximum drawdowns than Buy-and-Hold when a Bear is in the ...

How do you place a value on options positions within a portfolio? Actually, because of the nature of options it is extremely difficult – if not impossible – to accurately balance an asset allocation ...

CalPERS' board is expected to decide in September whether to remove alternative investments from its tracking-error calculation used to control risk. Deciding to do ...

Most financial planners see asset allocation as one of their primary responsibilities. If you accept the conventional wisdom, asset allocation determines around 90 per cent of returns. But what are ...