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  • What Is an Investment Policy Statement?(01:39)
  • An investment policy statement can be a helpful tool for both advisers and their clients. Wealth Management at WSJ.com's Veronica Dagher explains.
  • Date: June 06, 2013
  • Source: WSJ Video
  • How to Use Your Investment Policy Statemen...(06:40)
  • Morningstar's Christine Benz highlights how an Investment Policy Statement can keep you focused and on track to meet your goals.
  • Date: January 16, 2011
  • Source: Morningstar.com
  • How ETFs Help Expand the Reach of Indexing(06:13)
  • Vanguard chairman and CEO Bill McNabb sees ETFs as a set of building blocks that investors can use to build diversified portfolios.
  • Date: July 02, 2010
  • Source: Morningstar.com
  • Optimizing International Diversification(08:32)
  • A home-country bias isn't necessarily a bad thing for U.S. investors, but a 20%-40% allocation to international still makes sense for most portfolios,...
  • Date: October 18, 2011
  • Source: Morningstar.com
  • Cut the Cost of Rebalancing(03:59)
  • If investors wait to rebalance until their targets are off by 5% or more, it would help them maintain their risk-return profile, and also minimize the...
  • Date: October 20, 2011
  • Source: Morningstar.com
  • Pimco Cedes Bond King Title to Vanguard(03:29)
  • Vanguard’s Total Bond Market Index Fund has overtaken Pimco’s Total Return Fund. WSJ’s Colin Barr explains on MoneyBeat.
  • Date: May 05, 2015
  • Source: WSJ Video
  • Asset Managers: 2 Key Themes to Watch(01:46)
  • We'll be monitoring how these firms adapt to the rapid growth of ETFs and the continued risk aversion of investors.
  • Date: February 20, 2015
  • Source: Morningstar.com