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Welcome to the 2017 AFS Annual Meeing, being held this year, in conjunction with FPA in Nashville!
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Sunday, October 1 • 2:30pm - 3:20pm
E3b The Value of a Gamma-Efficient Portfolio

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This paper quantifies the potential benefits of implementing a truly efficient portfolio strategy for an investor through a comprehensive framework based on seven questions an investor must consider during the portfolio construction process. Based on our empirical tests and existing research we estimate that while the potential benefits associated with making better portfolio decisions will vary by investor, the “average” investor is likely to benefit significantly from working with a financial advisor, so long as the advisor provides comprehensive, high quality portfolio services for a reasonable fee.

Author(s): David Blanchett, Ph.D.

Presenters
DB

David Blanchett, Ph.D.

Head of Retirement Research, Morningstar Investment Management


Sunday October 1, 2017 2:30pm - 3:20pm
Mockingbird 3

Attendees (3)