Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Top Portfolio Products: Facebook IPO Exposure Available in ETF
By Marlene Y. SatterFranklin Square closes FSIC, readies FSIC II; Russell adds tech IPOs on reconstitution.
May 18, 2012
Shorting Facebook: Nerves of Steel or Simply Stupid?As the hysteria continues over the most expensive technology IPO in Wall Street history, certain investors are laying the groundwork for a Facebook short.
May 18, 2012
Top Portfolio Products: Facebook IPO Exposure Available in ETFNew products introduced over the last week include an ETF that will offer exposure to Facebook. In addition, Franklin Square closed FSIC to investors and prepared its successor FSIC II for its own IPO on June 1.
May 17, 2012
Americans Reluctant to Invest in Equities: Franklin TempletonDespite strong U.S. equity market returns in early 2012, indications are that Americans remain investment spectators, a study designed by Duke professor Dan Ariely found.
May 15, 2012
Advisors Reject Buy and Hold, 60/40 Stock-Bond AllocationsThe financial crisis, with its steep market drops and repressive 0% interest rates, may have claimed one more victim: advisor confidence in traditional investing approaches.
May 15, 2012
3 Ways to Combat Client DisengagementAlicia Munnell recently argued asset allocation has a relatively minor role in retirement success. Tim Noonan isnt buying it.
May 14, 2012
PIMCO, DoubleLine Both Feature on Litman/Gregory Managed Portfolio MenuStar fund managers Bill Gross of PIMCO and Jeff Gundlach of DoubleLine get double billing in Litman/Gregory's managed portfolios.
May 14, 2012
Top Portfolio Products: Baird Launches Fund; Fidelity Adds TwoNew products introduced over the last week include a new small-cap value fund from Baird; two new funds from Fidelity; and three new investment managers and sixteen new funds for The Hartfords defined contribution retirement program offerings.