Blog

  • Blog Entry

    How to Optimize a Goal-Based Portfolio by Franklin Parker Traditional portfolio optimization (often called modern portfolio theory, or mean-variance optimization) balances expected portfolio return with expected portfolio variance. You input how opposed you are to portfolio variance (your risk tolerance), then you build ...read more

Got Content?

CFA Society of Dallas/Fort Worth is looking to showcase original articles, reports or research written by our current members.
We will accept investment, market or economic content that is not single-stock analysis or recommendations.
Submit Here

The CFA Society of Dallas/Fort Worth blog is a forum for provocative and useful information outlining issues and topics within finance and investing. We showcase original articles, reports or research written by our current members. By delivering useful and practical insights, our blog and society extends the mission of CFA Institute, the global association of investment professionals, which strives to lead the investment profession globally by setting the highest standards of ethics, education, and professional excellence. For queries about our blog, please contact us via email [email protected] or 469-505-3900. Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Society of Dallas/Fort Worth.