In the second and final part of this series, Dr. Tapon continues his story about Harry Markowitz and explains how portfolio optimization came to be. Learn about the part Bill Sharpe had to play, the ‘Nobel Prize’ winning research that almost all robo-advisors use, and how Emperor uses this research when constructing pure equity portfolios.


¬π Asset allocation does not protect a portfolio in a down market.
² Investment advisory services offered through Emperor Investments.