Publishing RAD Zone1 Portfolio Management Advanced Risk and Portfolio Management Bootcamp Attilio Meucci/SYMMYS – 12-17 August 2013, New York This six-day course provides an in-depth understanding of buy-side quantitative modeling from the foundations to the most advanced statistical and optimization techniques. More Risk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation Investment Risk and Performance Newsletter Because seemingly diverse asset classes may have high correlations as a result of overlapping risk factor exposures, factor analysis can improve portfolio diversification. More Assessing the Quality of Asian Stock Market Indices EDHEC Business School This study assesses the properties of a range of popular Asian equity indices. More Innovations in Asset Allocation and Risk Management after the Crisis Conference Proceedings Quarterly Traditional asset allocation has lost its power to manage risk in a market with increased correlations between asset classes. The best way to capture alpha in the future will be through strategy allocation rather than asset allocation. More Institutional Investors and Mutual Fund Governance: Evidence from Retail–Institutional Fund Twins CFA Digest Retail funds perform better when an institutional twin exists. More Advanced Risk and Portfolio Management Bootcamp Risk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation Assessing the Quality of Asian Stock Market Indices Innovations in Asset Allocation and Risk Management after the Crisis Institutional Investors and Mutual Fund Governance: Evidence from Retail–Institutional Fund Twins From the Blog Investing and Withdrawal Strategies During Retirement: The “Retire Well” Bucket Approach Lauren Foster 22 May 2013 Today retirees face five perils: inflation, investment, longevity, withdrawal, and healthcare risk. Providend Ltd. CEO Christopher Tan says retirees need a plan not only to cope with these risks but also to provide reliable income. Read more Aswath Damodaran: Valuation in the Face of Uncertainty Rob Gowen, CFA 21 May 2013 The NYU professor applies a common-sense, mathematical approach to challenge general “rules of thumb” of valuation while still using accepted methodologies, such as the discounted cash flow model. Read more 13F Watch: Funds Add Health Care and Trim Technology as Activists Take Center Stage David Larrabee, CFA 16 May 2013 In the first quarter of 2013, institutional investors added to their equity holdings in the healthcare sector while reducing their exposure to the technology stocks. Among the most widely held stocks, portfolio managers as a group added to positions in Citigroup (C), Johnson & Johnson (JNJ), Microsoft (MSFT), and BlackRock (BLK), and trimmed positions in Apple (AAPL), Oracle (ORCL), Pfizer (PFE), and Coca-Cola (KO). Read more View all Popular and Trending Items in Portfolio Management Most Viewed CFA Institute: Financial Analysts Seminar It’s Time to Rethink Growth and the Implications for Sustainable Investing Certificate in Quantitative Finance Top Rated Murder on the Orient Express: The Mystery of Underperformance India: Rediscovery and Investment Outlook (Take 15 Series) Investment Issues in Emerging Markets: A Review Looking for Something Specific? Search our library for more on Portfolio Management Subscribe to Portfolio Management content Access our CFA Institute content specialists Tweets from @CFAinstitute/portfolio-management Continuing Education Progress CFA Members, log in to record credits towards your continuing education. Annual recommended minimums:20 CE, including 2 SER. Manage Your CE Credits Publishing RAD Zone2 Publishing RAD Zone3