Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
SMA Manager of the Year Todd Solomon on Building a 'SWAN' Portfolio
By James J. GreenWe want to make sure we are a true mid-cap product so that we don't overlap with another manager in the [client's] portfolio that may be a large-cap manager, says Solomon, portfolio manager for Congress Asset Management's Mid-Cap Growth SMA.
July 24, 2015
SMA Manager of the Year Duane Roberts on 'Impact' InvestingCan an investor do well by doing good? Dana Investment Advisor's Socially Responsible Equity Strategy's 10-year record puts the lie to the notion you have to give up returns for your principles.
July 23, 2015
SMA Strategist Manager of the Year Gary Miller on Modern Portfolio TheoryMiller, winner of the premier Strategist award for Frontier Asset Management, says the firm's process starts with Markowitz, "but we work very hard at better inputs."
July 23, 2015
Top 10 Mutual Fund Firms Most Trusted by Advisors: CogentAn advisors trust in an asset manager has the biggest impact on whether they will invest with that company, a Cogent study finds.
July 23, 2015
Oil Warning: The Crash Could Be the Worst in More Than 45 YearsThere's only one thing holding back a price rebound. It's a big thing.
July 22, 2015
SMA Manager of the Year Dave Dalrymple on Small-Cap ValueChartwell Investment Partners' Dave Dalrymple says "we've made our money from stock picking, not sector rotation."
July 21, 2015
Oil Guru Who Called 2014 Slump Sees a Return to $100 CrudeGary Ross of PIRA Energy Group says oil markets arent nearly as oversupplied as many believe.
July 20, 2015
SMA Manager of the Year Jeff Moser on Large-Cap OpportunitiesFollowing a "best valuation for the best earnings" strategy has served Golden Capital quite well in its Large-Cap Core strategy.