Andrew Lo: Finding the Perfect Portfolio--a 'Never-Ending Journey'

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 1 February 2022

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

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Summary

The author and financial researcher discusses his new book on the rise of Modern Portfolio Theory and practice.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York, purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:33.1	Hi, and welcome to the Longview. I'm Jeff Battack, Chief Ratings Officer at Morningstar Research
0:37.5	Services. And I'm Christine Ben's Director of Personal Finance and Retirement Planning at Morningstar.
0:43.3	Our guest this week is Dr. Andrew Lowe. Dr. Lowe is the Charles Ian Susan T. Harris Professor,
0:49.4	a professor of finance, and the director of the Laboratory for financial engineering at the MIT Sloan School
0:55.7	of Management. His current research spans five areas, including evolutionary models of investor
1:01.7	behavior and adaptive markets, systemic risk and financial regulation, among others.
1:07.8	Dr. Lowe has published extensively in academic journals and authored a number of books,
1:12.3	including in pursuit of the perfect portfolio, which he co-wrote with Stephen Forster.
1:17.5	He has received numerous awards for his work and contributions to modern finance research
1:21.7	throughout his career. He holds a bachelor's in economics from Yale University and an
1:26.6	AM and Ph.D. in economics from Harvard University.
1:30.0	Dr. Lowe, welcome to the Longview.
1:32.0	Thanks for having me.
1:33.7	Oh, it's our pleasure.
1:34.5	Thanks so much for joining us.
1:35.7	In your new book in pursuit of the perfect portfolio, you trace the history of investing in finance all the way back to the Neolithic era.
	...

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