Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Are U.S. Companies Really American? Is EAFE Past Its Prime?
By Gil WeinreichInternational value manager Sarah Ketterer says the EAFE Index is going the way of the buggy whip because where a company is located doesn't tell investors where its revenues are generated.
July 08, 2011
Less Risky Ways to Invest in Social Media: Portfolio FixMany investors may prefer to access these types of volatile issues through broadly diversified mutual funds and exchange traded funds.
July 08, 2011
South Korean Olympics Offer Opportunity for InvestorsIn the wake of Wednesday's news that Pyeongchang, South Korea has been awarded the 2018 Winter Olympics, IndexIQ on Thursday presented reasons for investors to watch for potential growth in the South Korean economy.
July 06, 2011
J.P. Morgan Funds Releases Q3 Market GuideJ.P. Morgan Funds announced Tuesday that its "Guide to the Markets" for the third quarter of 2011 is now available in PDF form.
July 05, 2011
Stock Correlations Rise: Implications for Wealth ManagersManagers focused on fundamentals feel pulse of stock correlations.
July 05, 2011
RIAs’ Revenue, Assets Rebounded Last Year: Schwab Benchmarking StudyIndependent RIAs ended 2010 with record revenue and assets, according the Charles Schwab 2011 RIA Benchmarking Study
July 01, 2011
Institutional Investors Rapidly Shift to Direct Hedge Fund Investing: Citi SurveyInstitutional fund managers have undertaken a dramatic shift to direct hedge fund investing following the global financial crisis, according to a survey by Citi Prime Finance.
June 30, 2011
Mars and Venus: Helping Client Couples Resolve Conflicting Risk TolerancesWhen risk tolerance differs among a client couple, good testing and an insightful advisor can work wonders.