Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Climate Change Grabs Savvy Investors’ Attention
By Savita Iyer-AhrestaniWhen the U.N. released its latest report on the impact of climate change, smart investors took note and considered the ramifications for their strategies.
April 08, 2014
Even for Institutions, Investment Decisions Go Beyond MoneyAlmost 90% of institutional investors consider nonfinancial information when making investment decisions, a report released Tuesday by EY found.
March 31, 2014
Private Funds: Are You a ‘Knowledgeable Employee’?Newly released guidance from the SEC expands on the knowledgeable employee exemption in the Investment Company Act.
March 31, 2014
Profitable ProductionPaul S. Forward, CFAStifel [email protected] Resource Partners (NRP) reported earnings in Q4’13 were $0.42/share, above…
March 22, 2014
An Easy Way to Invest in Pre-IPO Tech FirmsOne closed-end fund gives investors a chance to buy shares in technology companies backed by venture capital but not yet public.
March 11, 2014
Gross to Lighten Grip on Dissent at PIMCO: ReportMeanwhile, a PIMCO trustee criticizes Bill Gross $200 million salary.
March 11, 2014
TDF Adoption to Jump to 75% of 401(k) Holders: VanguardThe fund family also quantifies the value of the wealth management strategies that make up Advisor's Alpha.
March 10, 2014
Understanding the Net Investment Income Tax: Calculation and ExamplesIn part two of our series, we look at examples of how the 3.8% NIIT works (if clients sold a residence, it could affect them).