Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
NAAIM Announces 2011 Active Investment Management Competition
By Michael S. FischerIs there a way to profitably use active management with a portfolio of mutual funds, ETFs, stock baskets or other investment vehicles?
November 17, 2010
As Investors’ Risk Appetite Grows, a Correction Looms, BofA Merrill Lynch SaysInvestors embraced riskier assets after the resumption of quantitative easing (QE), but a correction could be drawing near, according to the BofA Merrill Lynch Survey of Fund Managers for November released Tuesday.
November 14, 2010
A Good Hedge Beats LeverageThe Dow took a 2.2% haircut this past week. Since stocks on average generate returns of 6.5% above the rate of inflation per year, and...
November 12, 2010
KBC to Sell Life Settlement Portfolio to FortressKBC Group N.V., Belgium, announced it has signed an agreement to sell its U.S. life settlement portfolio to funds held by Fortress Investment Group L.L.C.
November 12, 2010
New Research Belies Large Hedge Funds’ Perceived SafetyInvestors who are attracted to large hedge funds because of their supposed safety and liquidity advantages may want to consider research results contained in a proprietary white paper released Thursday by Spring Mountain Capital.
November 10, 2010
Peng Chen Promoted to Head Morningstar’s Investment Management OperationsPeng Chen, the Ibbotson Associates president, was named Wednesday to the new post of president of the Chicago-based company's Investment Management division.
November 08, 2010
Human Capital Most Important in Treasury OperationsThe key factor in an efficient treasury operation, instead of technology or other elements, is the people, according to the third annual AFP Treasury Benchmarking Survey, released Sunday.
November 08, 2010
How to Keep Clients Happy Despite a Poor-Performing PortfolioClient service greatly influences institutional investors' satisfaction, and can be managed regardless of the economic climate or investment performance, according to a research study released Monday by Chatham Partners and Investment Metrics.