Building an impactful, mission-aligned portfolio is often described as a “double bottom-line” investment exercise. This is meant to convey the notion that there are two distinct objectives that an ...

Most financial advisors have a decent grasp of portfolio construction and asset allocation. They know that Harry Markowitz started the ball rolling with his 1952 academic paper entitled Portfolio ...

Too many investors ignore risk and volatility, and focus exclusively on growth. The efficient frontier illustrates a balanced approach to maximize growth with responsible risk. This chart can be used ...

Cierra Murry is an expert in banking, credit cards, investing, loans, mortgages, and real estate. She is a banking consultant, loan signing agent, and arbitrator with more than 15 years of experience ...

The efficient frontier is defined as the set of portfolios which maximizes expected return for a given level of risk. The theory was developed by Nobel laureate and economist, Harry Markowitz, and has ...

Normally, we think of frontiers as boundaries that mark and often regulate our passage from one realm to another. In finance, though, the one frontier worth mentioning – the Efficient Frontier – isn’t ...

I use a form of the Efficient Frontier (EF) from Modern Portfolio Theory that allocates non-negative weights to a proposed portfolio. Using FAANG as a metric, the returns on test ‘portfolios’ since ...

Cutting to the chase, we find that 17.5% floating exposure acts to minimise interest rate volatility when compared with a reference of 10yr Fixed. Interest rate costs are also reduced, from 4.5% to ...

A recent DCIIA/TRAU study among 18 defined contriubution record keeper senior executives registered to attend the 2025 TRAU RPA Record Keeper RoundTable and Think Tank concisely described the rapidly ...