Research
Research library
Research worth an advisor's time from research firms, asset managers, regulators, central banks, academics and think tanks, each with a short summary in our own words, plus AdvisorIQ's own analysis.
As of Oct 8, 2026, the library lists 2 pieces from industry associations on portfolio construction.
Titles marked with an arrow open on the publisher's site. How we choose.
Portfolio construction
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Exponential Wealth: Centuries of Stock and Bond Returns (opens rpc.cfainstitute.org)
A long-horizon study of stock and bond returns that updates a classic US market history through 2025 and adds earlier and global data. From 1926 to 2025, $1 in US large-cap stocks grew to $14,751, and the book shows how reinvested income, diversification, costs and inflation decide how much of that investors keep.
Topic: Portfolio constructionrpc.cfainstitute.org
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Total Portfolio Approach: A Critical Literature Review (opens rpc.cfainstitute.org)
A review of academic and practitioner research on the total portfolio approach, which manages a fund as one integrated portfolio instead of fixed asset-class buckets. The authors find it is mainly a governance discipline rather than a set of tools, and that the evidence does not show it reliably produces higher returns.
Topic: Portfolio constructionrpc.cfainstitute.org
Editorial
How we choose
- Inclusion is editorial. No publisher pays to be listed, and none can.
- We leave out any piece that features or recommends a specific fund, ETF, model portfolio or other product.
- Summaries are AdvisorIQ's own words. We link to the original on the publisher's site rather than copy it.
- We do not list pieces behind a paywall or a registration form, or pieces from media outlets and advisor platforms; we link to the original source instead.
More in our editorial standards.