Boston Public Library

Investment Strategy Articles

  1. Target Date Funds Aren't a Panacea
    This article points out the flaws of target date funds; it echoes New Frontier testimony to the DOL/SEC hearings. (requires login to Investment News)
    Authors: Richard O. Michaud & Robert O. Michaud
    Publication: Investment News, May 2, 2010
  2. Strategic Investment Distribution Strategy password required
    Written for the launch of Genworth/AssetMark's Retirement Distribution Strategies, this white paper summarizes the results of NFA's research into investment distribution strategies.
    Authors: Richard O. Michaud & Robert O. Michaud
    Publication: October 2006
  3. Gold as a Strategic Asset
    This paper examines the case for gold as a long-term or strategic investment for U.S. institutional investors.
    Authors: Richard O. Michaud, Robert O. Michaud, & Katharine Pulvermacher
    Publication: World Gold Council, September 2006
  4. Return Objective for Social Security Private Accounts: A Review of the President's Commission Investment Alternatives password required
    The authors analyze the return objectives of the accounts proposed by the President’s Commission on Social Security Reform.
    Authors: Richard O. Michaud, Robert O. Michaud & Noah Kraut
    Publication: February 2005 Newsletter
  5. Twenty Years of International Equity Investing
    Marketplace evidence from the 1970s to the 1990s indicates that thoughtful international equity diversification can improve the risk/return characteristics of investors’ portfolios.
    Author: Richard O. Michaud
    Publication: The Journal of Portfolio Management. Fall 1996
  6. Currency Hedging Policy
    This article reviews and discusses five important hedging theories.
    Author: Richard O. Michaud
    Publication: October 1, 1994
  7. Are Long-Short Equity Strategies Superior?
    Claims of superiority of long-short investing often reflect misunderstandings of basic concepts of modern investment management and may result in unrealistic expectations.
    Author: Richard O. Michaud
    Publication: Financial Analysts Journal. November/December 1993