Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Three Lessons on Strategic Allocation From the Financial Crisis
By Mike HenkelOne of the biggest misconceptions about strategic asset allocation is that it's an outmoded "buy and hold" approach. In truth, strategic allocation done right has...
November 03, 2010
FRC: SPIA Portfolios Do BetterAn investment portfolio that holds a single-premium annuity is likely to perform better than a conventional portfolio at providing lifetime retirement income while preserving assets for heirs, according to Financial Research Corp. analysts.
November 03, 2010
FRC: SPIA Portfolios Do BetterAn investment portfolio that holds a single-premium annuity is likely to perform better than a conventional portfolio at providing lifetime retirement income while preserving assets for heirs, according to Financial Research Corp. analysts.
November 03, 2010
Glenmede’s CEO Gordon Fowler Discusses ‘Fat Tails’One legacy of the recent financial crisis is that many investors have become acutely aware of the greater possibility of extreme asset returns, or "fat tails," as they are often called.
November 02, 2010
QE2 and the Great Wealth Transfer: A Spurt for the Economy?: Searching for Alpha for November 2010Quantitative easing (QE) is a government strategy of printing money in order to retire debt and purchase assets that increase the size of the public balance sheet.
November 02, 2010
How I Use Model Portfolio Trading With My CustodianAlong his Road to Independence, advisor Mike Patton continues to learn. The latest? Using his custodian's model portfolio trading tools.
November 01, 2010
New Form ADV: Re-Arranging the Deck ChairsIn this, the third in our series of columns looking at the latest regulations for advisors from the SEC, let's look at the new Form ADV disclosure.
November 01, 2010
Is It Time to Switch Your Portfolio Management System?You can easily argue that the investment portfolio management system is one--if not the most--important technology in an advisor's office.