Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
How to Be a Values Wealth Manager for Your Women Clients
By Kristan WojnarTo demonstrate your value to your female clients, you should have an ongoing conversation on your clients' values, reflecting them in your investing and approach and multigenerational planning.
March 21, 2012
Skyhigh Corporate Profit Margins Due for Crash: GMO ReportA new white paper, appropriately titled What Goes Up Must Come Down! by GMO's James Montier, offers a simple and elegant explanation for todays high profit margins and expected mean reversion.
March 21, 2012
Write ‘Flexible IPS’ for Success in Volatile Market: ASPPA SummitDon't write yourself into a corner, Dr. Jeffrey Roach, chief economist and chair of investment committee at Horizon Investments, said at the ASPPA 401(k) Summit, encouraging attendees to write a flexible investment policy statement.
March 19, 2012
How to Protect Portfolios With REITsNAREIT study using Morningstar analysis shows that a 14-20% REIT allocation can both protect wealth and boost returns.
March 15, 2012
Advisors Bullish on Markets, While Clients More Positive on ReturnsThe latest Russell survey of advisors also finds they have different portfolio priorities than their clients.
March 15, 2012
How to Take Advantage of Irrational Stock BuyingAsk Ralf Scherschmidt if its a bad idea to invest right now in Europe, and hell tell you that most people are underinvested in international small-cap stocks because their emotions are overruling reason.
March 14, 2012
Britain May Revive Perpetual GiltsEverything old is new againBritain is considering bringing back perpetual gilts, long-term bonds that were first debuted after the South Seas Bubble crisis of 1720. With 100-year maturities and todays extra-low interest rates, the idea is attractive to many.
March 13, 2012
How Investors Should Play a War With IranJust as Pentagon planners are sorting out military contingencies in the event of a conflict with Iran, so too are investment planners assessing the investment risks and opportunities of war in the Persian Gulf.