Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
S&P’s Stovall: Don’t Get Mad, Get Even With Apple
By John SullivanAdvisorOne contributor Sam Stovall, S&Ps chief equity strategist, compares investors to Jan Brady in his latest commentary, claiming theyre "frustratingly chanting Apple, Apple, Apple, with good reason.
April 12, 2012
5 Tips to ‘Spring-Clean’ a PortfolioEvery year at springtime, daffodils bloom, robins hunt for worms and people file their taxes. Its this last item thats a reminder to advisors that now is also the time to clean client portfolios.
April 12, 2012
Retirement Portfolio Recovery Leaves Investors BehindAlthough their portfolios have recovered from the recession, clients are still shell-shocked.
April 11, 2012
Retirement Portfolio Recovery Leaves Investors BehindAdvisors say their clients retirement portfolios have nearly recovered from the recession, but they arent sure their clients have.
April 11, 2012
2012 Small-Cap Equity SMA Manager of the Year: Kayne Anderson RudnickResearch is our lifeblood, says Jon Christensen, who manages the small- and mid-cap portfolios, and that has helped the firm weather the rocky ride in the small-cap space.
April 10, 2012
Bernanke Strategy Won’t Work: MerkAs Fed chairman Ben Bernanke keeps interest rates low to combat the possibility of a depression, says Merk, hes inviting inflationwhich may not be as easy to fight as Bernanke may believe.
April 09, 2012
Envestnet Closes on Prima Capital AcquisitionPrimas Gib Watson becomes group president of Envestnet | Prima in latest expansion by Envestnet.
April 09, 2012
2012 Mid-Cap SMA Manager of the Year: Geneva Capital ManagementGeneva likes mid-cap companies, says principal and portfolio manager Michelle Picard, because theyre past the volatile, entrepreneurial small-cap stage and management is focused, yet they havent reached the large-cap space where growth is harder to achieve.