Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Tool Helps Build Policy Portfolios
By Staff WriterA life settlement provider is marketing a system to fund managers that will let fund managers aggregate insurance policies by size, type and performance characteristics such as projected rate of return.
March 23, 2009
Pru Affiliate Announces GrantsThe Prudential Foundation recently agreed to give 5 grants with a total value of $2.9 million.
March 19, 2009
New Rules for Money Market FundsThe Board of Governors of the Investment Company Institute endorsed March 17 recommendations from the Money Market Working Group to require new regulatory and oversight...
March 09, 2009
Schwab Advisors Report Good News and Bad NewsSurvey finds 41% expect recession to extend into 2010, but report adding new clients
March 05, 2009
In-depth survey gauges independent advisor trends and forecastsCharles Schwab's semi-annual Independent Advisor Outlook Study reveals both an optimistic and realistic outlook from more than 5,700 independent investment advisors. Here's what they're saying: Portfolio...
March 02, 2009
Greenberg Sues AIG Over Deferred Comp LossesFormer American International Group Inc. Chairman Maurice Greenberg has sued AIG in connection with allegations that AIG engaged in excessive speculation in derivatives after he left the company.
March 02, 2009
A Mea Culpa, With Attitude, From Warren BuffettAnnual shareholder letter suggests economic woes will last through 2009, and "probably well beyond"
March 02, 2009
Levitt and Donaldson Head Investor's Rights Task ForceA non-partisan task force composed of financial industry experts and co-chaired by two former SEC chairmen has been assembled to stress the "primacy of investor interest" in the expected regulatory reforms to the U.S. financial markets.