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: Wasatch Launches Frontier Fund; Westwood Seeks High Yield
By Marlene Y. SatterNew products introduced over the last week include a frontier markets fund from Wasatch and a short-duration, high-yield fund from Westwood.
March 08, 2012
Greek Debt Swap Success Called LikelyEnough holders of Greek sovereign debt have now signed on to the debt swap deal that is a prerequisite for a second bailout that success seems likely. However, there is still a chance that collective action clauses may be triggered.
March 08, 2012
Lifecycle Funds Grew 8% in Q4 to $842BAssets in target-date mutual funds remain highly concentrated among five firms, says Strategic Insight.
March 07, 2012
Two Tax Mistakes to Avoid With Clients: Tax Expert ShenkmanShenkman warns that wait and see will become wait and pay if advisors and their clients continue to do nothing.
March 07, 2012
Taxes & Inequality: Shiller’s Plan to Fix Tax CodeYale economist Robert Shiller says he and a colleague have studied inequality indexation with the objective of showing how more complex systems of tax rates might work.
March 07, 2012
The Future Is Now: Institutional Asset Allocation for Retail InvestorsScrutiny of the asset allocation process since 2008 has led to a proliferation of smart, managed investment products that help facilitate the implementation of diversified portfolio strategies.
March 06, 2012
New Hire Roundup: PIMCO Welcomes Johnson; Cepek Rises at AllianzThis week in new hires, Geoffrey Johnson joined PIMCO; Gretchen Cepek was promoted at Allianz Life; and Kimball Brooker was named portfolio manager at First Eagle.
March 05, 2012
China Cuts 2012 Growth TargetChinese Premier Wen Jiabao has set the country's growth target for 2012 at an eight-year low of 7.5% as he seeks to boost consumer demand within the nation and reduce reliance on external markets.