www.durableportfolios.com http://www.durableportfolios.com/Home www.durableportfolios.com en-us Principles of Durable Portfolio Construction http://www.durableportfolios.com/DPC-Explained Five fundamental portfolio construction practices to help achieve long-term investment goals. http://www.durableportfolios.com/DPC-Explained How Diversification Has Changed Over Time http://www.durableportfolios.com/Maximize-Diversification See why traditional asset allocation models may no longer provide true diversification. http://www.durableportfolios.com/Maximize-Diversification The Role of Risk in a Portfolio http://www.durableportfolios.com/Understand-Risk Make risk, not return expectations, the foundation for asset allocation decisions. http://www.durableportfolios.com/Understand-Risk Understanding the Value of Active Share http://www.durableportfolios.com/Understand-Active-Share Use Active Share to determine how a funds holdings overlap with its benchmark or dont. http://www.durableportfolios.com/Understand-Active-Share 3 Fixed-Income Strategies for Rising Rates http://www.durableportfolios.com/Rethink-Fixed-Income Historical perspective on interest rates and strategies to position bond portfolios in a changing rate environment. http://www.durableportfolios.com/Rethink-Fixed-Income 2015 Individual Investor Survey Results http://www.durableportfolios.com/Investor-Survey No financial plans: 77% of respondents rely on gut instincts to make investment decisions. http://www.durableportfolios.com/Investor-Survey Rewriting the Rules of Retirement Income http://www.durableportfolios.com/Retirement-Income Find out why retirement is actually less about income and more about cash flow management. http://www.durableportfolios.com/Retirement-Income Alternative Investments 101 http://www.durableportfolios.com/Alternatives-101 Overview of basic terminology around alternative asset classes, strategies, and vehicles. http://www.durableportfolios.com/Alternatives-101 Global Results: Financial Advisor Survey 2014 http://www.durableportfolios.com/Advisor-Survey Getting to the goal: 69% of advisors surveyed encourage clients to set a target return independent of the market. http://www.durableportfolios.com/Advisor-Survey 3 Techniques for Allocating Alternatives http://www.durableportfolios.com/Implement-Alternatives Consider alternatives as a core component, a complement or a diversifier in a portfolio. http://www.durableportfolios.com/Implement-Alternatives 4 Common Alternatives Myths http://www.durableportfolios.com/Alternatives-Myths Know the difference between fact and fiction to help debunk myths about alternatives. http://www.durableportfolios.com/Alternatives-Myths Importance of Managing Portfolio Risk http://www.durableportfolios.com/Risk-Budgeting Create a risk budget to help manage market volatility and create portfolio balance. http://www.durableportfolios.com/Risk-Budgeting 3 Roles for Alternatives in a Durable Portfolio http://www.durableportfolios.com/Alternatives-Benefits Learn how alternatives may improve diversification, reduce risk or provide new sources of return. http://www.durableportfolios.com/Alternatives-Benefits Watch: 2015 Defined Contribution Plan Survey Results http://www.durableportfolios.com/Defined-Contribution-Plan-Results-2015 Edward Farrington, EVP of Business Development & Retirement, discusses the 2015 DC Plan Survey. http://www.durableportfolios.com/Defined-Contribution-Plan-Results-2015 Institutional Investor Outlook for 2016 http://www.durableportfolios.com/Institutional-Survey-Outlook-2015 Expert opinions on market volatility, changing monetary policy, and regulatory challenges in the year ahead. http://www.durableportfolios.com/Institutional-Survey-Outlook-2015 Latest Findings: 2016 Global Individual Investor Survey http://www.durableportfolios.com/Individual-Investor-Survey-2016 Why individual investors are seeking professional help in meeting financial goals while dealing with complex markets. http://www.durableportfolios.com/Individual-Investor-Survey-2016 Introduction to Durable Portfolio Construction http://www.durableportfolios.com/DPC-Introduction An investment philosophy designed to help manage risk without sacrificing opportunity. http://www.durableportfolios.com/DPC-Introduction Results: 2015 Global Financial Advisor Survey http://www.durableportfolios.com/Advisor-Survey-2015 83% of advisors believe that preventing clients from making emotional decisions is critical to their business success. http://www.durableportfolios.com/Advisor-Survey-2015 Results: 2015 Defined Contribution Plan Participants Survey http://www.durableportfolios.com/Defined-Contribution-Plan-Survey-2015 Attitudes, actions and assessments of defined contribution plan participation. http://www.durableportfolios.com/Defined-Contribution-Plan-Survey-2015 Exclusive: 2015 Institutional Investor Survey Results http://www.durableportfolios.com/Institutional-Survey-2015 Understanding new approaches to institutional money management. http://www.durableportfolios.com/Institutional-Survey-2015 Rethinking Indexing in the Age of Big Data http://www.durableportfolios.com/Financial-Index-Technology-Innovation MIT's Andrew Lo says applying big data to behavioral finance can open the door to truly personalized index solutions. http://www.durableportfolios.com/Financial-Index-Technology-Innovation