Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
4 Takeaways for Advisors From LPL Conference
By Bernice NapachThe countrys biggest broker-dealer had several key messages for the thousands of advisors in attendance. Even advisors not affiliated with LPL may find them useful.
July 27, 2015
SMA Manager of the Year Richard Alpert on Finding the Best Dividend-Paying StocksIn building its award-winning Dividend Growth portfolio, Alpert and the Raub Brock team look not just for dividend-paying large caps, but also increasing revenues and net income.
July 27, 2015
LPL Announces Robo-Advisor PlanLPL will roll out a pilot robo program involving 20 advisors in the next 60 days, says President Dan Arnold.
July 27, 2015
SMA Manager of the Year Todd Solomon on Building a 'SWAN' PortfolioWe 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 25, 2015
Why Investors Should Buy, Not Sell, Commodity FundsDespite a recent run of poor performance, broad-based commodity funds can bolster a portfolio in the long term, Direxion's head of alternatives says.
July 25, 2015
Top Portfolio Products: IndexIQ Launches 3 Hedged ETFsBarclays partners with Roubini to roll out tradable equity indexes that aim to provide enhanced beta.
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."