by Jason Apollo Voss | 02 06 2020 | Best of the Blog, Blog
Another day, another controversial subject within investment management I am taking on. In this post I discuss and hope to dismantle an oft-repeated missive about active management. Namely, that active management is zero sum. For brevity’s sake, I propose the acronym...
by Jason Apollo Voss | 30 10 2018 | Best of the Blog, Blog
So far in this series I have shared three ways in which asset allocation as typically executed by investment professionals can lead to undesirable outcomes. In Part 1, I shared that asset allocation frequently leads to too much risk being taken on by investors, as...
by Jason Apollo Voss | 16 11 2017 | Best of the Blog, Blog
(Part I of a series on the future of banking and finance) Finance’s 20th century business lines – their go-to money makers – are all in jeopardy of being destroyed. Primarily this is due to finance’s blatant disregard for its customers’ actual needs. This is the...
by Jason Apollo Voss | 28 06 2017 | Best of the Blog, Blog
Meditation provides investors with many benefits. Below are meditation tips from the newly released Meditation Guide for Investment Professionals, the full version of which is available online for CFA Institute members. Visualization meditation, or creative...
by Jason Apollo Voss | 23 05 2017 | Active Equity Renaissance, Best of the Blog, Blog
Throughout The Active Equity Renaissance series, we have pointed out the obvious need to overturn modern portfolio theory (MPT) and replace it with something better. How have we done this? By describing the broken 1970s model of portfolio management, enumerating what...
by Jason Apollo Voss | 17 05 2017 | Active Equity Renaissance, Best of the Blog, Blog
What can we do to inspire the renaissance in active equity portfolio management? Over the course of The Active Equity Renaissance series, we have dismissed the broken 1970s model of portfolio management and the cult of emotion. We also charted the rise and fall of...
