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Portfolio Construction and Investment
Browse more Portfolio Construction & Investment content
Portfolio construction is a critical component of the investment management process. The theory and practice of constructing portfolios has evolved considerably since the 1950s when Harry Markowitz introduced Modern Portfolio Theory. On this page, we explore the latest trends in portfolio construction encompassing both fundamental and systematic investment strategies. Asset allocation, diversification, benchmarking, investment risk, and new tools and asset classes are among the core subjects.
Enterprising Investor Blog
AI Investment Opportunities: Why Investability Matters More Than Scarcity
By Ejiye Jimeta Ibhawoh
Enterprising Investor Blog
Warren Buffett’s Small-Cap Value Strategy for Today’s Investors
By Ignatius Chithelen, CFA
Enterprising Investor Blog
Why Thematic Municipal Bond ETFs Struggle to Scale
By Ioannis Branikas, PhD and Joshua Dagen
Enterprising Investor Blog
Can AI Agents Beat the Random Walk? Not So Fast
By Sami Küçükoğlu, PhD,
Financial Analysts Journal
Some Unpleasant Total Return Arithmetic
By Bernhard (Bernd) Scherer, PhD
Financial Analysts Journal
Regimes Matter: Regime-Based Dynamic Asset Allocation Using Neural Networks
By Uri Carl, Yaacov Kopeliovich, PhD, Michael Pokojovy, PhD, and Kevin Shea, CFA
Financial Analyst Journal
Demographics and Technology
By Maria Vassalou - A New Frontier of Investment Opportunities at the Crossroads of Population Change and Technological Innovation
Financial Analysts Journal
When the Equity Premium Was New: How the Baleful Impact of Deflation Eluded E. L. Smith
By Edward F. McQuarrie