Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Mercer Data Study Shows DC Participants Fare Better With Automated Plan Features
By Joyce HansonDefined contribution plan participants who used automatic rebalancing and deferral increase saw greater balance increases, by as much as 26%, according to a Mercer study.
July 08, 2010
Cap-Weighted Index Investing Is Losing Its ShineAcademics and practitioners take aim at the traditional methodology.
July 08, 2010
EDHEC-Risk Institute Study: Cap-Weighted Index Investing Is Losing Its ShineAlthough cap-weighted indexing continues to dominate the investment landscape, some researchers are questioning its efficacy and alternative indexing methodologies are coming to the fore.
July 08, 2010
Jefferson National White Paper Says Variable Annuities Offer 'Tax-Efficient Frontier'A Jefferson National Life Insurance white paper on portfolio management says tax efficiency will emerge as a "significant new imperative" as taxes rise and and financial advisors can mitigate clients' risk with a new category of variable annuity.
July 07, 2010
Envestnet PMC in Strategic Partnership With SingerEnvestnet PMC announced Tuesday, July 6, that it will begin to offer Singer Partners' Dynamic Portfolio Series of global asset allocation portfolios on the Envestnet platform
July 07, 2010
Thinking Outside the "Income" BoxInterest-rate risk, correlation and taxes on bond income make it wise to consider the alternatives for generating "income."
July 07, 2010
Financial Sector ETFs in FocusFinding opportunity in the financial services sector: sector ETFs can make it easier to act on your long or short conviction.
July 06, 2010
Cerulli Global Report: Charities, Pensions Outpace Life Insurers' Demand for Alternative InvestmentsAs charity, endowment, and pension trustees become more sophisticated in their investment strategies, they demanding more from asset managers, says research firm Cerulli Associates in its July report focusing on global trends and data.