Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Colleges Face Roadblocks to Socially Responsible Investing
By Michael S. FischerA survey of college endowments finds that worries about lower returns or fiduciary duties hold them back from socially conscious investing strategies.
April 30, 2015
What Your Clients’ Personalities Say About Their PortfoliosContemporary psychologists believe there are five basic dimensions of the human personality. These traits can influence financial behavior and investing patterns, a study found.
April 30, 2015
Senate Finance Passes 529 Reform BillThe bipartisan bill modernizes the treatment of 529 plans in three ways.
April 30, 2015
Under the Hood: Planning Opportunities on a Client’s 1040, Pt. 2: DeductionsContinuing to look at opportunities from client tax returns, we look at available deductions from clients gross income on their 1040s, including health savings accounts.
April 28, 2015
Is Portfolio Diversification Overrated?Most actively managed mutual funds fail to beat the market, but so do so-called concentrated funds with limited positions.
April 27, 2015
Top Portfolio Products: US Bancorp Debuts Active Small-Cap ETFIn other product news, ERI Scientific Beta added two factor index families, and Global X launched a Pakistan ETF.
April 23, 2015
Top 20 Richest Colleges of 2014: The Biggest EndowmentsHealthy investment returns allow schools to fund a larger portion of their budgets from endowments.
April 23, 2015
Fossil Fuel Divestment: Portfolio Consequences and StrategiesOur research suggests that institutions could be better served by a divestment portfolio than individuals, but theres much more to the story.