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Primary Article

Clarifications on “Beyond Markowitz”

Ashvin B. Chhabra
The Journal of Wealth Management Summer 2007, 10 (1) 54-59; DOI: https://doi.org/10.3905/jwm.2007.684879
Ashvin B. Chhabra
A Managing Director, Global Private Client, at Merrill Lynch in Pennington, NJ. ashvin_chhabra@ml.com
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Abstract

The author addresses several specific issues raised about the Wealth Allocation Framework in two articles: Horvitz and Wilcox, and Fowler & de Vassal. He points out that a careful reading of both articles reveals that several of the questions raised about the Wealth Allocation Framework stem from the single incorrect assumption that the risk allocation buckets are silos and independent of each other. After having corrected this misconception, the author in turn addresses several of the objections raised in the two articles. Finally, he concludes that both the Discretionary Wealth Hypothesis and the Holistic Optimization of Goals approaches are consistent with the Wealth Allocation Framework and can (under certain restrictive assumptions) be viewed as special cases of this Framework.

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The Journal of Wealth Management
Vol. 10, Issue 1
Summer 2007
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Clarifications on “Beyond Markowitz”
Ashvin B. Chhabra
The Journal of Wealth Management Apr 2007, 10 (1) 54-59; DOI: 10.3905/jwm.2007.684879

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Clarifications on “Beyond Markowitz”
Ashvin B. Chhabra
The Journal of Wealth Management Apr 2007, 10 (1) 54-59; DOI: 10.3905/jwm.2007.684879
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Cited By...

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