Peng Chen

• Ibbotson Says Asset Allocation and Diversification Held Up

  By James J. Green, AdvisorOne  |  April 1, 2010

  While many investors and advisors believe that asset allocation and diversification failed during the markets and economic crisis of 2008-2009, Roger Ibbotson begs to differ....

• Ibbotson Argues That Asset Allocation, Diversification Still Valid

  By James J. Green, AdvisorOne  |  March 8, 2010

  Zebra Capital chairman sees liquidity as one of five main drivers of returns

• Can Bonds Continue to Outperform?

  By Janet Levaux, AdvisorOne  |  September 1, 2009

  Bonds have outperformed stocks by a large margin over the past year because of the financial crisis, and they've also roughly matched stocks over the...

• ING Pushes Its Portfolios

  By Staff Writer  |  October 1, 2008

  As the boom in the number of exchange-traded funds (ETFs) and exchange-traded notes (ETNs) continues, another related boom is happening: model portfolios that utilize these...

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  Watch List

  By James J. Green, AdvisorOne  |  May 1, 2008

  Over the past five years, the focus has shifted for the independent advice community, a shift that has been reflected in the IA 25, our...

• MPT Revisited

  By Elaine Robertson Demby  |  September 1, 2007

  Is modern portfolio theory relevant to the new dynamics of retirement? Detractors and proponents are arguing the soundness of slavishly adhering to MPT once a...

• THE GLUCK REPORT- The Right Way To Optimize

  By Staff Writer  |  June 1, 2004

  Is today's "sophisticated" advisor actually that sophisticated after all? A growing number of academics and leading investment thinkers believe they are not. Some, like Bill Jahnke...