Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Gross’ Fund Rises After Tweaking ‘Shorts of a Lifetime’
By Miles Weiss, BloombergThe Janus (ex-Pimco) fund manager anticipated a slump for German debt and Chinese equities; Janus Global up 0.8% in July, 1.6% YTD.
August 13, 2015
Orion Advisor Services Integrates With Advizr to Streamline ProcessesOrions portfolio accounting software will feed directly into Advizrs streamlined financial planning application
August 13, 2015
Morningstar: Evermore Global's Marcus on Opportunities in EuropeEvermore Global Advisors' David Marcus says "we're pure opportunists" who are heavily invested in Europe because "that's where the opportunities are."
August 13, 2015
Morningstar: Hennessy Funds' Brian Peery on Mid CapsThe manager of Hennessy Funds' Cornerstone Mid Cap 30 Fund describes the fund's screening process, including why he focuses on year-over-year rather than quarterly earnings.
August 12, 2015
20 Best-Paid Fundraisers at U.S. CharitiesDonors frown on the practice, and fellow employees resent it. Nevertheless, many charities award bonuses to their fundraisers.
August 12, 2015
China’s Confusing Currency Devaluation Means Get ‘Buy Lists’ ReadyThe markets big move on the China story appears to be like most big moves in summertime exaggerated because trading is thin, analysts say.
August 12, 2015
DOL Fiduciary Plan Needs Rollover Exemption: Retirement ExpertsLawmakers and ARA say a new exemption is needed so plan advisors wont be prohibited from helping participants with rollovers.
August 12, 2015
Citigroup: Something Big and Fundamental Has Changed in MarketsStrategist points to increasing concentration and one-way positioning as factors behind current liquidity woes.