Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Is Factor Investing Active Management?
By Christopher G. Huemmer, CFAVarious factors affect investing returns and/or client goals, and understanding how they compare with a market-weighted investing approach is crucial to helping meet clients needs.
August 26, 2015
MLP Distributions Not Tied to Oil Prices: ExpertsIn the past 12 months, midstream MLPs have boosted distributions 7.5%, despite the rapidly falling price of crude.
August 26, 2015
The One-Man, $1.2 Billion ETF ShopAndrew Chanin's PureFunds ISE Cyber Security ETF has had one of the fastest ascents in history.
August 26, 2015
Why Investors Shouldn’t ‘Buy the Dip’Macro and market risks remain elevated. We are not out of the woods yet by a long shot.
August 26, 2015
Wealthiest Americans May Be Their Own Worst EnemiesSerious disconnects, rising to the level of "incongrous," are exhibited by the UHNW, a study by SEI and Scorpio finds. One reason: They underutilize advisors.
August 25, 2015
A New Online Platform to Limit Investment LossesVest Financial Group now offers investors and advisors a way to hedge downside risks of individual stocks and ETFs via an online platform.
August 25, 2015
Who Wins the ‘Passive vs. Active’ Institutional Debate? Pt. 5: Foreign Large Cap BlendThe data seems to show that indexing the Foreign Large Cap Blend space is fairly difficult.
August 24, 2015
How to Save a Spousal IRA RolloverA common estate planning error can erase the tax breaks of an IRA inherited from a deceased spouse. But recent IRS rulings suggest an exception.