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A Century of Financial History

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Source: Thomson Reuters Datastream, Bloomberg, SNB, Corestone Calculations

THE EVOLUTION OF SWISS INSTITUTIONAL INVESTOR PORTFOLIOS

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«Real-life» actual portfolio composite of Swiss institutional investors. Data was derived and broken down for sub asset class estimates based on publicly available historical data and annual reports.

THE HISTORY BOOKSHELF

BROWSE THROUGH GROUNDBREAKING BOOKS & CLICK FOR FURTHER INFO

1923
Reminiscences of a Stock Operator
1936
The General Theory of Employment, Interest, and Money
1938
The Theory of Investment Value
1949
The Intelligent Investor
1952
Portfolio Selection
1954
The Great Crash of 1929
1957
Common Stocks and Uncommon Profits
1959
Portfolio Selection: Efficient Diversification of Investments
1964
Capital Asset Pricing Model
1968
The Money Game
1972
First Index Fund
1973
Basic Black-Scholes: Option Pricing and Trading
1973
A Random Walk Down Wall Street
1978
Manias, Panics, and Crashes: A History of Financial Crises
1988
Predators' Ball
1990
First ETF
1991
Den of Thieves
1992
Global Portfolio Optimization
1992
Common Risk Factors in the Returns on Stocks and Bonds
1996
Against the Gods
1998
The Alchemy of Finance
1999
Common Sense on Mutual Funds
2000
Pioneering Portfolio Management
2000
Irrational Exuberance
2000
When Genius Failed
2001
Fooled by Randomness
2004
The (Mis)Behaviour of Markets
2005
Risk Parity
2007
The Little Book of Common Sense Investing
2007
The Black Swan
2009
This Time Is Different: Eight Centuries of Financial Follies
2010
When Markets Collide
2010
The Big Short
2010
The Little Book of Behavioral Investing
2011
Expected Returns
2011
The Most Important Thing
2011
Thinking, Fast and Slow
2016
Your Complete Guide to Factor-Based Investing: The Way Smart Money Invests Today
2016
Blockchain Basics A Non-Technical Introduction in 25 Steps
2017
Adaptive Markets: Financial Evolution at the Speed of Thought
1923
Reminiscences of a Stock Operator
1938
The Theory of Investment Value
1949
The Intelligent Investor
1954
The Great Crash of 1929
1957
Common Stocks and Uncommon Profits
1968
The Money Game
1973
A Random Walk Down Wall Street
1978
Manias, Panics, and Crashes: A History of Financial Crises
1991
Den of Thieves
1996
Against the Gods
1998
The Alchemy of Finance
2000
Irrational Exuberance
2000
When Genius Failed
2001
Fooled by Randomness
2004
The (Mis)Behaviour of Markets
2007
The Little Book of Common Sense Investing
2007
The Black Swan
2009
This Time Is Different: Eight Centuries of Financial Follies
2010
The Big Short
2010
The Little Book of Behavioral Investing
2011
The Most Important Thing
2011
Thinking, Fast and Slow
2017
Adaptive Markets: Financial Evolution at the Speed of Thought
1936
The General Theory of Employment, Interest, and Money
1952
Portfolio Selection
1959
Portfolio Selection: Efficient Diversification of Investments
1964
Capital Asset Pricing Model
1972
First Index Fund
1973
Basic Black-Scholes: Option Pricing and Trading
1988
Predators' Ball
1990
First ETF
1992
Global Portfolio Optimization
1992
Common Risk Factors in the Returns on Stocks and Bonds
2000
Pioneering Portfolio Management
2005
Risk Parity
2010
The Big Short
2011
Thinking, Fast and Slow
2016
Your Complete Guide to Factor-Based Investing: The Way Smart Money Invests Today
2016
Blockchain Basics A Non-Technical Introduction in 25 Steps
2017
Adaptive Markets: Financial Evolution at the Speed of Thought
1949
The Intelligent Investor
1952
Portfolio Selection
1959
Portfolio Selection: Efficient Diversification of Investments
1964
Capital Asset Pricing Model
1992
Common Risk Factors in the Returns on Stocks and Bonds
1999
Common Sense on Mutual Funds
2000
When Genius Failed
2005
Risk Parity
2010
When Markets Collide
2011
Expected Returns

Historic events

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1913Creation of the Fede...Creation of the Federal Reserve System (Federal Reserve Act), USA
1917Russian RevolutionRussian Revolution
1929Great Depression / B...Great Depression / Black Tuesday
1930Smoot-Hawley Tariff ...Smoot-Hawley Tariff Act
1930Commercialisation of...Commercialisation of air travel
1933New DealNew Deal
1933Glass-Steagall / Ban...Glass-Steagall / Ban king Act of 1933
1936Keynes publishes The...Keynes publishes The General Theory of Employment, Interest and Money
1939WW IIWW II
1944Bretton Woods intern...Bretton Woods international monetary agreements
1945Drop of first atomic...Drop of first atomic bomb on japan
1947Transistor invention...Transistor invention
1947Iron curtain / Cold ...Iron curtain / Cold War
1948Harry Truman signs M...Harry Truman signs Marshall-Plan
1952Harry Markowitz intr...Harry Markowitz introduced MPT, 1952
1958China - great leap f...China - great leap forward
1970Junk bond marketJunk bond market
1970Solar powerSolar power
1973End of Bretton Woods...End of Bretton Woods system /Dollar debasement
1973Black-Scholes formul...Black-Scholes formula
1973Oil crisisOil crisis
1973First Index FundFirst Index Fund
1977First Personal Compu...First Personal Computer
1978First satellite laun...First satellite launched of GPS
1981Emerging Markets ter...Emerging Markets term first coined by Antoine van Agtmael, start of Emerging markets investing
1981Fed funds rate to pe...Fed funds rate to peak of 20% in 1981, fighting 15% inflation
1985Plaza AccordPlaza Accord
1988Basel Accord - minim...Basel Accord - minimum cap requirements for banks (Basel I)
1989Invention of the wor...Invention of the world wide web (not internet)
1990First ETFFirst ETF
1990Dissolution of the S...Dissolution of the Soviet Union / End of the Cold War
1990Gulf WarGulf War
1993European Common Mark...European Common Market
1994NAFTANAFTA
1994Mexican peso crisisMexican peso crisis
1994Internet becomes mor...Internet becomes more accessible for the masses with Mosaic browser
1994WTO founding (Marrak...WTO founding (Marrakesh Agreement)
1997Asian Financial Cris...Asian Financial Crisis
1997Dotcom bubbleDotcom bubble
1998Russian Financial Cr...Russian Financial Crisis
1998LTCM CrisisLTCM Crisis
1999Introduction of the ...Introduction of the EURO
1999Repeal of Glass-Stea...Repeal of Glass-Steagall Act
2001Tech crashTech crash
20019/11 attack9/11 attack
2001China becomes WTO me...China becomes WTO member, Rise of China
2001Swiss vote against E...Swiss vote against EU membership
2003Iraq WarIraq War
2005Integration of ESG c...Integration of ESG considerations into the mainstream investment market.
2006EnvironmentEnvironment
2007Invention and rise o...Invention and rise of the smart phone
2007Global Financial Cri...Global Financial Crisis (GFC)
2007Impact InvestingImpact Investing
2008BlockchainBlockchain
2009Debt crisis in EU pe...Debt crisis in EU periphery
2010Arab springArab spring
2016Brexit-ReferendumBrexit-Referendum

Corestone Insights

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2017The (Re)Rise of China?The (Re)Rise of China?
2018Swiss PensionsSwiss Pensions
2018Portfolio ConstructionPortfolio Construction
2018Fee ModelsFee Models
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