Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
A Better Way to Invest in Bonds?
By Kate McBrideFundamental Indexing for bond funds may change how you invest in that asset class.
August 12, 2010
Strategic Insight Sees Stock, Bond Fund Inflows of $25 Billion in JulyDriven by ongoing demand for bond funds, U.S. mutual fund investors added about $25 billion in net new cash to U.S. stock and bond mutual funds in July, Strategic Insight said.
August 12, 2010
Morningstar Fund Flows for July Show Investors Shunning U.S. StocksInvestors continue to shun U.S. stocks and are increasingly putting their money into funds that feature bonds, commodities, and alternative investments, according to the latest research from Morningstar.
August 09, 2010
Eisner Survey Finds Private Equity Activity Is Picking UpA survey of private equity executives released by Eisner LLP on Friday, August 6, suggests that market activity is improving.
August 09, 2010
Morningstar Study Says High Fees Are Bad for Investment PerformanceA Morningstar study of the impact of mutual fund fees shows that lower-expense funds outperform higher-expense funds--and expenses are a better predictor of future returns than Morningstar's own star rating.
August 09, 2010
EBSA, Treasury to Hold Lifetime Income HearingThe U. S. Department of Labor's Employee Benefits Security Administration (EBSA) and the Department of the Treasury plan to hold a joint public hearing on September 14
August 09, 2010
Mercer Launches New Research Series on Equity and Bond MarketsTwo new series of "Perspectives" have been launched by consulting firm Mercer, one issued by its equity boutique and the other by its bond boutique.
August 09, 2010
High Fees Are Bad for Investment PerformanceMorningstar has just released a study of the impact of mutual fund expenses on fund performance.