Flirting with Models

The Research Library of Newfound Research

Month: July 2014

Risk Attribution in a Portfolio

Return attribution in a portfolio is common, but risk attribution is less well-known. It is important to know both sources of return and risk.

The Need for Tactical Solutions Across Generations: Baby Boomers

Baby Boomers nearing retirement can be set back by large drawdowns. Tactical solutions can minimize the risk of drawdowns while still seeking growth.

The Need For Tactical Solutions Across Generations: Generation X

Tactical solutions can benefit investors of any age. Those in Generation X can use them to overweight equities during up markets while still managing risk.

Replicating LDI Indices with Fixed-Income ETFs

Liability Driven Investment (LDI) indices are used by institutional investors to match future cash flows, but all investors can also take this approach.
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