Portfolio Construction Deconstructed …

September 2011
Journal of Financial Planning;Sep2011, Vol. 24 Issue 9, p14
Academic Journal
The article discusses the report from Cerulli Associates Inc. which implies that factors like financial adviser overconfidence in modeling, back-ward input assumptions, and insufficient monitoring can contribute to poor results despite efforts to diversify portfolios.


Related Articles

  • Pensions funds providing more assets to manage.  // Asian Investor;Apr2010, p5 

    The article reports on the analysis made by Cerulli Associates Inc. on the need of the Asian governments to boost retirement-savings and pension-fund performance indicating a growing role for professional fund management and overseas exposure.

  • Name Games. Britton, Diana // Registered Rep;Feb2012, Vol. 36 Issue 2, p7 

    The article presents information a new report by Cerulli Associates Inc. according to which 59 percent of financial advisors (FAs) would call themselves financial planners, but the number who actually do financial planning is lower than 30 percent.

  • Failing at Succession? Gleeson, Jerry // REP.;Aug2012, Vol. 36 Issue 8, p16 

    The article reports that Cerulli Associates Inc. has estimated that about 60 percent of financial advisors, who are within five years of retiring, expect to sell their business to an unidentified buyer.

  • KEEPING IT UNDER CONTROL. French, Kristen // Registered Rep;Sep2011, Vol. 35 Issue 9, p32 

    The article focuses on the desire and motivation of financial advisors to take control and discretion over the clients investment portfolios. The famous representative-driven investing programs which were registered by both the Securities and Exchange Commission (SEC) and Financial Industry...

  • Advisers Conducting More RFPs Than Ever. Manganaro, John // Plan Advisor News;2015, p1 

    The article presents a report from market researcher Cerulli Associates which reveals rise in requests for proposals (RFPs) especially from investment consultants and registered investment advisers (RIAs) by asset managers in the U.S. in 2015.

  • Advisors Teaming Up. Correia, Margarida // Financial Planning;Apr2013, Vol. 43 Issue 4, p16 

    The article reports on the study conducted by research firm Cerulli Associates which shows that financial advisors prefers to work as a team than to work alone.

  • Advisors Lose Ground to Direct Providers. CORREIA, MARGARIDA // Bank Investment Consultant;Mar2013, Vol. 21 Issue 2, p10 

    The article discusses the decline in the use of guidance provided by financial advisors among investors in various age groups in the U.S., as per a report by research group Cerulli Associates Inc.

  • RIA Channel Growing Fastest. Manganaro, John // Plan Advisor News;2013, p87 

    The article reports on new research from Cerulli Associates Inc. which indicates the registered investment adviser (RIA) channel in the U.S. is growing at a much stronger rate.

  • Toolbox: Briefs.  // Money Management;12/2/2010, Vol. 24 Issue 45, p26 

    The article offers news briefs related to fund management in Australia including the launch of the Aviva Investors Direct Separately Managed Account (SMA) of Aviva Investors, the release of new bulk review features for the online financial planning software application from BT Financial Group,...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics