Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Equities as Inflation Hedge? What the Data Actually Shows
By J. Gibson Watson III, CIMAA strategy for rethinking conventional wisdom on allocating to equities during short-term inflation bouts.
June 27, 2011
Building Clients Portfolio Now: Products and Models for Four PortfoliosAs my practice has grown, I’ve built a process for where I’ll invest my clients’ accounts.
June 25, 2011
Top Portfolio Products: Deutsche Bank Rebrands; Gemini Launches New TrustPhoenix Companies introduce annuity; Strategic Insight, PLANSPONSOR bring out Pathfinder 2.0
June 24, 2011
Hedge Funds? Forget It, Say ETF Experts. Try Replicating Them Instead.IndexIQ CEO Adam Patti works with RIAs to create new ETFs, including ones that replicate hedge funds, but at a much lower cost.
June 21, 2011
PIMCO Bond Outlook: Emerging Markets Offer Best BetScott Mather at PIMCO set forth his reasons for this strategy in a Q&A published by the bond company on Monday, pointing out the headwinds faced by developed countries and the advantages those present for developing markets.
June 19, 2011
Three REITs for an Uncertain Environment: Portfolio FixSome REITs should be able to maintain historical average dividend growth of 5%
June 16, 2011
J.D. Power: Investors Clueless on Suitability vs. Fiduciary StandardsA survey by J.D. Power and Associates reveals that, by a vast majority, full-service customers don’t know the difference between the standards that are now in effect.
June 15, 2011
NAIC Panel Ponders Portfolio RiskMembers of the Invested Assets Working Group at the National Association of Insurance Commissioners talked during a recent conference call about the need to learn more about new risks that could affect insurers' securities holdings.