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    Author: Cliff Walsh, CFA

    Behavioral Approach to Portfolio Rebalancing

    One of the key distinctions between traditional mean-variance asset allocation and behavioral theory is how risk is defined. Modern portfolio theory (MPT) defines risk as the variance around the mean return, while behavioral theory suggests that individuals view risk in terms of not meeting an important financial goal.

     

     

     

     

     

     

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    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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