Richard A. Ferri

• Do Indexes Matter?

  By Ronald Delegge, ETFguide.com  |  December 26, 2011

  One of the driving forces behind the exploding number of new exchange-traded products (ETPs) is the exploding number of new indexes. And since the bulk of the $1.1 trillion ETP marketplace is still linked to products with underlying indexes, advisors better know their indexes. Do you go with a traditional...

• Is Modern Portfolio Theory Dead?

  By Marie Swift  |  May 1, 2009

  Diversified Fate The last 18 months have been an unmitigated disaster. Financial planners have seen their income melt away like global warming on steroids. The stock...

• Finding the Right Balance

  By Brian Perry  |  April 1, 2009

  The global financial crisis of 2008 seemed to leave investors with nowhere to hide. Large cap, small cap and international stocks all declined. Emerging markets...

• Learning the ABCs of ETFs

  By Staff Writer  |  April 1, 2008

  Few could have predicted that the rise of exchange-traded funds as mainstream investment products would happen so swiftly. As index funds that trade like stocks,...

• Mapping the Index Universe

  By Staff Writer  |  December 1, 2007

  The rapid explosion of exchange-traded funds (ETFs) has been truly amazing to watch. With almost 600 U.S.-listed funds trading and over $500 billion in assets,...

• Is Your Portfolio Bilingual?

  By Staff Writer  |  April 1, 2007

  Harvard University's rich (and closely watched) endowment continues to capture stellar returns. The $29.2 billion Harvard investment portfolio earned an annualized 10-year performance of 15.2 percent...