Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Fund Managers on MLPs, Returns & Opportunities: Weekend Interview
By Ed McCarthy, CFP, RICPFive fund managers discuss trends affecting master limited partnerships and the role MLPs play in investor portfolios.
July 25, 2011
Towers Watson: Insurer Investment Chiefs to Put Pedal to MetalNorth American insurers and reinsurers may take a more aggressive to investing company assets over the next year.
July 25, 2011
Top Portfolio Products: UBS Launches Internet ETNs, Ariel Offers International and Global PortfoliosThis week in new portfolio products, UBS announced two Internet ETNs, and Ariel went international and global with new portfolios.
July 20, 2011
Bhansali Named Ariel CIO for New International PortfoliosAriel Investments announced Wednesday the appointment of Rupal Bhansali as CIO of international equities, reporting to CEO John Rogers.
July 18, 2011
Top Portfolio Products: AdvisorShares, Cousteau Develop ETF; Van Eck Introduces Closed-End Municipal Bond ETFNew products introduced in July include a socially responsible ETF from AdvisorShares and a closed-end municipal bond ETF from Van Eck, as well as a guaranteed income annuity from New York Life and a China currency bond fund from Guinness Atkinson.
July 18, 2011
What Behavioral Finance Teaches on How to Discuss Risk With ClientsThe lessons of behavioral finance: avoid focusing on short-term volatility when the objective is long-term growth.
July 18, 2011
Tapping Into the World of Wine Investing: Portfolio FixWine funds offer an alternative to direct purchases and storage of collectible wines.
July 15, 2011
Are U.S. Companies Really American? Is EAFE Past Its Prime?International value manager Sarah Ketterer says the EAFE Index is going the way of the buggy whip because where a company is located doesn't tell investors where its revenues are generated.