that include lower risk/return performance based on three measures and lower total returns over two time periods …

in a collegiate school of business. The second experience was the preparation of Mutual Funds: Risk and Performance …

The balancing of risk and return represents the classic investor dilemma. In theory, an investor seeks to maximize … overall rate of return consistent with a desirable risk level. In practice, investor personal and financial characteristics … may influence their risk/return preferences. Investors with similar socioeconomic characteristics tend to have similar …

In summary, the ex ante evidence suggests strong preference relationships for the three sets of risk-return variables … statistical tests: one, the association between risk and expected annual rate of return appears positive; two, the risk …-dividends relationship appears negative; and, three, the risk-capital appreciation relationship appears positive.The study suggests several …

. 4. ETF index shares risk selling at discounts (also premiums) to NAVs of underlying stock portfolios, but arbitrage …

investment advisers, Congress, the SEC, NASD, and the industry trade association should all do much more to improve regulation …