Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
NAIC Panel Ponders Portfolio Risk
By Rory BanimMembers 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.
June 10, 2011
Five Good Questions on Portfolio Theory with Hedge-Fund Manager Scott VincentThe author of “Is Portfolio Theory Harming Your Portfolio” discusses active vs. passive management
June 06, 2011
Russell Introducing 10 Risk-Flavored ETFsRussell uses beta, volatility and momentum because its research shows these three factors have a strong influence on portfolio returns
June 06, 2011
Portfolio Fix from Glenmede: What to Do About the Latest Growth ScareTime to look more at value plays, boost emerging markets, and underweight cash and Treasuries, says Glenmede’s Pride
June 06, 2011
Jason D. Pride, CFA Director of Investment Strategy Portfolio Fix: What to Do About the Latest Growth ScareIn his latest investment-strategy outlook, Jason Pride of the investment firm Glenmede notes that the U.S. is in the midst of a “soft patch,…
June 06, 2011
10 Top Portfolio Products: New Offerings From T. Rowe, Matthews, Cadaret GrantAmong the week's new investment products: a Global X ag fund; Putnam subadvises bond funds; Matthews China fund.
June 02, 2011
Mass Affluent’s Top Reason for Picking an AdvisorWhere once the mass affluent looked to performance and risk level, they have changed their reasons in 2011 when picking an investment provider, according to data from Spectrem Group in its new report, "Mass Affluent Investors 2011, Vol. 1," released Wednesday.