Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Business Tax Reform: Territorial System, VAT Highlight Senate Hearing
By Marlene Y. SatterWitnesses testifying Thursday at the latest Senate Finance Committee meeting on tax reform regarding tax treatment of international businesses, found some common ground but also considerable disagreement on the best strategies to employ.
September 05, 2011
Solar Offers Opportunity Despite SetbacksDespite setbacks and stiff competition from China and Europe, the U.S. solar industry is still thriving.
September 05, 2011
Climate Change Endangers Insurance Industry: CeresInsurers are failing to adequately plan for climate change risks, according to a report by Ceres, thus endangering not only the consumers and businesses that depend on them but also their own survival.
September 01, 2011
Most Advisors Using Alternative Investments, Study FindsNew research has found that 78% of all advisors are using alternative investments within client portfolios, Cogent Research said Tuesday, mainly for diversification.
September 01, 2011
Private Equity Shows Positive Signs Amid Challenges: SEI SurveyAfter languishing in the years since the global financial crisis, the private equity sector is beginning to perk up. Existing funds are being deployed, new ones are being raised and investor allocations to are slowly increasing, according to a new study.
August 31, 2011
3 Steps to Determine if a Portfolio Manager Really Has an EdgeA step-by-step process for identifying if an investment manager has a definable, repeatable edge. First, ask these three questions.
August 30, 2011
Melville Capital Completes Sale of A&O Life PortfolioMelville Capital L.L.C. has finished selling the life insurance portfolio of a firm that ended up in bankruptcy court.
August 30, 2011
Advisor Confidence Falls to Lowest in a Year as Consumer Fears of Recession GrowMany independent RIAs have been moving clients to cash, though they remain somewhat upbeat on the markets.