Editor's Note

Managing The Client Mandate: Integration of Portfolio Investment Capture to the Investment Policy Statement Process

Bruce Stewart, CIMA^®, CAIA^®

Considering All Options for Bonds: Challenges to the 40 Percent of the 60/40

Chandler Norder
Benjamin Doty, CFA^®
W. J. Rossi, CFP^®, ChFC

Fixing the 40: A New Perspective on the Traditional 60/40 Portfolio

Brian Griggs, CFA^®, CMT, FRM
Quinn Brody

When Diversification Fails

Sebastien Page, CFA^®

Avoid These Five Decision Traps to Improve Your Investing

Keith Van Etten, CIMA^®, CAIA^®, CFP^®
John P. Bryson

Private-Market Investing: Implications for Portfolio Construction

Sarah Woo
Tom Bratkovich

Surveys Show Advisors Underestimate Clients’ Interest in ESG

Matt Belnap

Artificial Intelligence: Rage Against the Machinewashing

Aaron Filbeck, CAIA^®, CFA^®, CFP^®, CIPM, FDP

Managing Retirement Assets

Dana Anspach, CFP^®, RMA^®
Stephen "Moe" Allain, CPWA^®, RMA^®, AAMS^®

Limitations of Monte Carlo Analysis

James B. Sandidge, JD
Derek Tharp, PhD, CFP^®
Robert Powell III, CFP^®, RMA^®

Defeasing Retirement: A New Approach to Retirement Asset Allocation

Morgan Pearsall, CIMA^®, CFP^®

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