164 results found

Short-term thinking in finance is nothing new. The benefits of long-term investing extend beyond just being able to invest in illiquid assets. Patience can pay its own dividend.

Requiring investment managers to perform relative to a benchmark, including imposing tracking error constraints, causes short-term'ism.

The danger that “sequence of return risk” can devastate a retirement portfolio is both increasingly recognised and frequently misunderstood. Three concrete, research-driven strategies can help manage it.

Michael Kitces | 1.00 CE

It is time to properly account for risk characteristics of client’s most valuable asset - their human capital. This isn’t easy to implement and places practitioners in a difficult situation...

Moshe Milevsky | 1.50 CE