The Fama-French Three-Factor Model, devised by esteemed economists Eugene Fama and Kenneth French in 1992, revolutionized the understanding of asset pricing and portfolio management. This model extends beyond the traditional Capital Asset Pricing Model (CAPM) by incorporating additional factors that better capture the intricacies of stock returns. Let’s delve into a comprehensive breakdown of this […]
Investment Portfolio Structure Read More »
Over the past few years, we’ve witnessed a notable hike in interest rates, coupled with an uptick in inflation and the cost of living. These shifts can understandably raise questions and concerns about the stability and performance of your investment portfolio. Academic structured portfolios are meticulously crafted to weather various market conditions while aiming for
Politics and your portfolio (2024) Read More »
Investing is a complex and often daunting endeavor. It involves uncertainty, and decisions can have a overwhelming impact on your financial future. In a world where emotions can run high, it is necessary to rely on facts and not feelings when making investment choices. By adopting a scientific approach grounded in academic research, economists’ insights,
A Sound Approach to Protecting Your Financial Future Read More »
2020 was a challenging year in many ways and as we are coming closer to the end of the year and as we are approaching the election, I wanted to reiterate why you are invested the way you are and how your portfolio is built to withstand volatility and tough economic times. Our investment philosophy,