Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Four Lessons Learned About Investing and Clients in 2011
By Mike PattonMike Patton on picking funds, buying funds, communicating with clients and getting organized.
December 29, 2011
Mideast Loans on Block as Euro Banks Seek CashEuropean banks, in search of cash to meet new requirements, are looking to sell off their loans to Middle Eastern countries, and are looking for Arab banks as buyers in the process.
December 28, 2011
Managing Volatility With Managed FuturesBen Warwick took so long to begin to answer our first question about the benefits of managed futures, we wondered if he was multitasking.
December 27, 2011
Impact Investing Picks Up Support Among InvestorsA majority of impact investors, who seek to create positive social or environmental impact beyond financial return, are optimistic about the impact investing industry, according to a new study.
December 27, 2011
Top Portfolio Products: Granite Launches Value Fund, Knight Capital Adds Two Astor ETFsNew products introduced over the last week include a new value fund from Granite Investment Advisors and two new ETF mutual funds from Knight Capital; the adoption of a FTSE benchmark by Vanguard for one of its funds; and the addition of more tools to its active trading platform by...
December 27, 2011
How Advisors Can Deal With Client Cultural DifferencesSome advice for advisors on how to interact with clients who different cultural perspectives.
December 26, 2011
As Clients Focus on Portfolios, Advisors Make Minor AdjustmentsRussell Investments latest quarterly survey of U.S. financial advisors found that many advisors are telling their clients to expect continued market volatility throughout 2012. Despite these market concerns, though, few advisors are making major shifts in portfolios. Many, however, are turning to mutual-fund groups and other organizations for research...
December 26, 2011
The Debt Retirees Owe to FibonacciYou might have heard of Leonardo Pisano filius (family, in Latin) Bonacci, a.k.a. Fibonacci (1170-1250), probably the most famous mathematician of the Middle Ages.