Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
2012 Large-Cap SMA Manager of the Year Co-Winner: Santa Barbara Asset Management
By John SullivanSanta Barbara's Jim Boothe says he looks for clean balance sheets, very strong cash flow and a commitment to dividends.
April 03, 2012
John Maynard Keynes: Top Money Manager? Columnist’s Opinion Brews ControversyWall Street Journal columnist Jason Zweig creates weekend stir over legendary economists investment record.
April 02, 2012
2012 SMA Managers of the Year: How We Picked ThemAn obvious and oft-asked question after announcing the SMA Managers of the Year is how, exactly, they were chosen? Here's how it works.
April 02, 2012
2012 Large-Cap SMA Manager of the Year Co-Winner: BRC Investment ManagementBRC Investment Management's Large-Cap Concentrated Equity Portfolio is one of two large-cap SMA portfolios honored as a 2012 Separately Managed Account Manager of the Year.
April 02, 2012
Most Advisors Caught Failing Clients in Research ‘Sting’Results of findings by National Bureau of Economic Research, which had undercover actors portraying clients, showed Boston-area advisors putting their own interests first.
March 29, 2012
Benartzi on Retirement Income Challenge: ‘Airplanes Without Landing Gear’Professor Shlomo Benartzi's new book laments inability to land retirement plans with income streams.
March 29, 2012
Dividends and Stock Price Make Winning Combination: Envestnet WebinarFinding Yield Through Equities, an Envestnet Market Morning webinar held Thursday, offered a look at some strategies from Carol Lippman and Mariana Bernunzo Connolly.
March 28, 2012
Investor Confidence Way Up, but Not Equity AllocationStrong gains in the U.S. equity markets, lower unemployment and encouraging news from the European debt crisis all contributed to a dramatic increase in economic optimism among high-net-worth and mass-affluent investors, according to Phoenix Marketing International.