Building a Better Balanced Portfolio

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The Practice Advantage of Model Portfolios

A good set of model portfolios can minimize the hours you spend on non-revenue-producing activities. Here's how one advisor systematized her investment management with the help of her broker-dealer's research department.

Building the Core of a Core-and-Explore Portfolio

Establishing a diversified core for all your portfolios saves time while still allowing flexibility for individual clients. A multi-asset core can then be customized by changing the weighting of the different asset classes depending on the client's time horizon and volatility preferences.

Enhancing Portfolio Performance Through a Core Long-Short Equity Allocation

While market volatility still has many investors distrusting equities, with a smart approach, they can still be the bedrock of well-performing investment plans.

How to Build Upside Potential, Downside Protection Into Client Portfolios

Investors want it all—or at least more than a 60/40 portfolio can give them. Instead of adding a tactical element to your investment process, strategically broaden your mix of asset classes and you'll get all the diversification, returns, and risk reduction you need.