Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Are Private Clients 'Well Served' by the Financial Services Industry?
By Kate McBrideA new survey of advisors to wealthy families says, overwhelmingly, "no."
May 20, 2010
Fidelity Says 401(k) Contributions and Balances IncreaseFidelity Investments, the nation's largest provider of workplace retirement savings plans, reported Wednesday, May 19, that its average account balance rose 41% to $66,900 by the end of first quarter of 2010.
May 20, 2010
Lipper Research Finds Islamic Funds' Results Are Sharply HigherIslamic funds invested in the Gulf Cooperation Council (or GCC, which includes several Arab states on the Persian Gulf) sharply improved their position in Lipper rankings, according to a recent report.
May 19, 2010
Pax World Enters 'Sustainable' ETF Space with ESG SharesPax World Funds, a sustainable- investing firm, announced Wednesday, May 19, that it launched ESG Shares, what it claims is the first family of exchange traded funds devoted exclusively to a "sustainable investing approach."
May 17, 2010
Vanguard Research Paper States the Case for Bond DiversificationIn recent months, investors have been peppering Vanguard with questions about how they should react to prospects of rising interest rates.
May 13, 2010
Financial Reform, GDP, Goldman, and the Fed: Editor's Choice for the Week of April 26, 2010What's happening this week
May 13, 2010
Retirement Plan Advisor, August 2009: Stable Value as QDIA Up for Debate AgainNow that the retirement finance dialogue has once again shifted to the need for Americans to put their money into secure investment vehicles, stable value funds are on the menu.
May 13, 2010
Advisors Haven't Given Up on Managed AccountsNew Cerulli report finds few advisors changing allocation to managed account programs.