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: Global X Relaunches China Tech ETF; Security Benefit, Mesirow Team on Fiduciary 401(k) Product
By Marlene Y. SatterIn addition, Advisor Software introduced two new products for investment professionals, and Cole Real Estate rolled out a daily NAV Non-Traded REIT.
December 18, 2011
Retain Key Employees With a Life Insurance Funded DBO PlanWhat can your business clients offer their key employees who already have everything? A Death Benefit Only Plan funded with life insurance.
December 16, 2011
Cole Real Estate Launches Daily NAV Non-Traded REITCole Real Estate Investments' latest investment offering is a non-traded REIT registered with the SEC but nonetheless tied to the funds daily net asset value.
December 14, 2011
Top 10 Dumbest States for Financial IQA study by the nonpartisan EBRI shows the difference in financial literacy and behavior for each state and Washington, D.C. To determine which states had the lowest financial IQ, AdvisorOne added each states ranking in the two categories and, like golf, the highest scores lost.
December 14, 2011
MassMutual Introduces Pension Scorecard to Compare LDI, Traditional PortfoliosMassMutual announced that it had launched a pension funding scorecard that allowed its defined-benefit plan sponsors and advisors to compare the quarter-by-quarter performance of a liability-driven investing portfolio with a traditional 60% equity/40% fixed income portfolio.
December 13, 2011
New MassMutual Pension Funding Scorecard Helps Sponsors Track Investment PerformanceThe scorecard provides a quarter-by-quarter performance comparison for a liability-driven investing portfolio vs. a traditional equity/fixed income portfolio.
December 13, 2011
Investment Picks and Pans From 7 Portfolio ManagersAs the year comes to a close, portfolio managers are positioning assets with a forward look to 2012and considering the state of the global economy, theyve got an upward climb ahead.
December 12, 2011
Advisors Roam Far Afield in Search of Alternative InvestmentsAlternative investments are grabbing financial advisors interest as a means to achieve portfolio goals. Where they are looking for these AIs may be surprising, because the biggest firms are not necessarily getting all the attention.