Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Greek Bailout Set for Approval
By Marlene Y. SatterEuro area finance ministers gathered Monday to approve a second bailout for Greece after the country won approval from private bondholders to cut its debt.
March 09, 2012
Top Portfolio Products: Wasatch Launches Frontier Fund; Westwood Seeks High YieldNew products introduced over the last week include a frontier markets fund from Wasatch and a short-duration, high-yield fund from Westwood.
March 09, 2012
NAIC Reviews Hybrid Annuities to Ensure Meaningful Guaranteed Income PromisesThe NAIC Life Insurance and Annuities Committee has indicated that it will begin reviewing certain income annuity products that offer guaranteed lifetime withdrawal benefits.
March 08, 2012
Are You Optimizing Your Client’s Portfolio?Industry expert Tom Hegna's recent book sheds light on how advisors can provide lifelong retirement solutions for their clients.
March 08, 2012
Greek Debt Swap Success Called LikelyEnough holders of Greek sovereign debt have now signed on to the debt swap deal that is a prerequisite for a second bailout that success seems likely. However, there is still a chance that collective action clauses may be triggered.
March 08, 2012
Lifecycle Funds Grew 8% in Q4 to $842BAssets in target-date mutual funds remain highly concentrated among five firms, says Strategic Insight.
March 07, 2012
Two Tax Mistakes to Avoid With Clients: Tax Expert ShenkmanShenkman warns that wait and see will become wait and pay if advisors and their clients continue to do nothing.
March 07, 2012
Taxes & Inequality: Shiller’s Plan to Fix Tax CodeYale economist Robert Shiller says he and a colleague have studied inequality indexation with the objective of showing how more complex systems of tax rates might work.