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What modern theory stemmed from Markowitz's 1952 paper?
Modern Portfolio Theory
Behavioral Portfolio Theory
Risk parity
Treynor-Black model
What is not a benefit or reason to contribute when adding to a 401(k)?
Tax reduction at contribution
A possible bonus from an effective tax rate
Tax rules at each step of an account's cycle
Tax-free growth
According to Vitality Katsenelson, what companies are responsible for a very large part of the outperformance of growth?
FANGs
VISE
BRICs
Big banks
Based on Vanguard's look into the negative impact of passive indexing, what is one of its findings?
Most indexing strategies have low turnover
Trade volume has been trending down
Indexing strategies are over 10% of trading activity
Price discovery is driven by indexing
What type of loan makes up 62% of all leveraged loans outstanding?
Collateralized loan obligations
Traditional bilateral
Loan mutual funds
Refinanced loans
According to Michael Edesess, how can ESG funds help fight climate change?
Include nuclear energy as a feature of an ESG/SRI portfolio
Block nuclear energy as a feature of an ESG/SRI portfolio
Always include renewable energy features in a portfolio
Always exclude coal in portfolios
What is one conclusion Larry Swedroe draws from his research into US value stock performance?
The underperformance of value stocks may continue for a long time
Advisors can time the markets using valuations
Advisors should not ignore recent value stock performance
Advisors should abandon US value stocks altogether
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