Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Merrill Edge Adds Portfolios
By Janet LevauxMerrill Edge, the mass-affluent channel of Bank of America-Merrill Lynch, says it has introduced two income-focused portfolios to this platform. With the…
July 29, 2013
Currency Manager Merk Finds Success With ‘Actively Managed Quant Fund’When it comes to currency funds, a little id goes a long way.
July 26, 2013
Why Can't Advisors Tell the Difference Between Alternative Assets and Strategies?Money managers at Curian say too many advisors fail to adequately understand the difference between alternative strategies and assets, to the detriment of portfolio building and client outcomes.
July 26, 2013
Top Portfolio Products: WisdomTree Launches Small-Cap Dividend Growth FundBondDesk, S&P Capital IQ team on odd-lot fixed income pricing service; Direxion announces splits on nine ETFs.
July 25, 2013
Why Cubs, Incapital Chairman Tom Ricketts Really Likes ‘Sustainable Investing’Community investment notes don't tangle with screens, sacrificed returns and opportunity costs.
July 25, 2013
Why Do Active Fund Managers Closet Index? It's in Their Interest$A new study seeks to locate active mutual fund managers incentives for closet indexing. One likely candidate: it will help their comp.
July 25, 2013
Morningstar Guru Johnson: The Cons and Pros of Active ETFsPoints to consider before managers take the active ETF route
July 25, 2013
What Do Ballistic Missiles, Barbara Bush and Alternative Investments Have in Common?It might sound like a joke, yet it is anything but, says Collins Capital's Dorothy Weaver.