Advisor Perspectives Mid-June Issue

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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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Advisor Perspectives Mid-June Issue

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