November 2013 - Fundopedia

Asset Allocation…

Enhancing Performance via Tax Structuring

30 Nov 2013December 6, 2013

Astute management of investment-related taxes is a critical piece throughout the portfolio management process; tax consequences severely diminish investors’ spending power and long-term return. For wealthy families and individuals, the…

Portfolio Management…

How to Control Trading Costs

29 Nov 2013December 3, 2013

Controlling trading costs are complex because trading takes time, the demand for securities and other assets are not perfectly elastic, and the price impact of trades can affect the course…

Asset Allocation…

Why Market Timers Fail?

20 Nov 2013September 14, 2022

The stock market has seasonal effects and calendar anomalies, such as the so-called January effect, the Halloween effect, the best six-month strategy and the presidential election cycle. Seasonal and cyclical…

Alternative Investments…

Real Estate Market Commentary – November 2013

One year ending November 13, 2013, the average global non-listed real estate vehicles realized a total global return of 5.82 percent[1], as measured by the Global Real Estate Fund Index.…

Asset Allocation…

Strategic Asset Allocation for Individual Investors

In developing strategic asset allocation, investors establish exposures to the asset classes agreed on their Investment Policy Statement (IPS); strategic asset allocation integrates investors’ financial objectives, risk tolerance, and investment…

Asset Allocation…

Optimization Revisit

10 Nov 2013November 26, 2013

In portfolio management, optimization is a mathematical process of assigning the proportions of various asset classes or investment styles to be held in a portfolio, in a way as to…

Asset Allocation…

The Importance of Asset Allocation

Historically, common stock was deemed “per se imprudent.” The experience of the 1930s, however, proved that bonds could be risky as well. In today’s investment practices, the New Prudent Investor…

Behavioral Finance…

The Halloween Effect Revisit

4 Nov 2013January 23, 2024

Historically, stocks tend to outperform in November, stall in December and January, and then resume higher in February and March. Stock markets have seasonal effects and calendar anomalies, which challenge…