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Author: Cliff Walsh, CFA

Post-Modern Portfolio Theory

There is a movement toward a system-wide approach to a corporate governance model, which is also finding impetus from outside the asset management community. There’s more to Modern Portfolio Theory (MPT).  To learn what and why, read on…

 

 

 

 

 

 

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Power of Passive Managers

As passively-managed assets grab a growing market share, this concentration is likely to increase since the “Big Three” money managers are the leading index fund providers.

 

 

 

 

 

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Corporate Governance

In a recent survey of global institutional and private wealth managers by the CFA institute, 67 percent said they use governance as a factor when evaluating investments.

 

 

 

 

 

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Monkeys in Suits

My grandfather, an avid stock market speculator in his day, once told me when I was a kid that most market participants had terrible investment performance even through some of the strongest bull markets. “Humans are herd animals, just like sheep,” he told me. “Even the professionals?” I asked. “They might be the worst.

Basically, Wall Street is filled with a bunch of monkeys in suits.” I was shocked, but apparently not enough to deter me from pursuing a career on Wall Street. The conversation with my grandfather pushed me to look at things a little differently throughout my career. I studied the great investors to understand what made them great and then applied what I learned…

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