Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Vanguard Asks: Will International Asset Allocations Stick?
By Kate McBrideEmerging markets have outperformed as an asset class over the 10 years ended Aug 31, according to a research paper from Vanguard by Francis Kinniry Jr., Christopher Philips and Yan Zilbering.
November 22, 2010
NAAIM Announces 2011 Active Investment Management CompetitionIs there a way to profitably use active management with a portfolio of mutual funds, ETFs, stock baskets or other investment vehicles?
November 21, 2010
Why We DiversifyFinancial planners understand that protecting against the downside is the first step in investing.
November 18, 2010
Outlook 2011, Investing: Big Payoff From High-Dividend Stocks, MFS SaysU.S. stocks will rally in 2011, with an especially strong performance among high dividend-payers, a group of MFS Investment Management strategists predicted.
November 17, 2010
As Investors’ Risk Appetite Grows, a Correction Looms, BofA Merrill Lynch SaysInvestors embraced riskier assets after the resumption of quantitative easing (QE), but a correction could be drawing near, according to the BofA Merrill Lynch Survey of Fund Managers for November released Tuesday.
November 14, 2010
A Good Hedge Beats LeverageThe Dow took a 2.2% haircut this past week. Since stocks on average generate returns of 6.5% above the rate of inflation per year, and...
November 12, 2010
KBC to Sell Life Settlement Portfolio to FortressKBC Group N.V., Belgium, announced it has signed an agreement to sell its U.S. life settlement portfolio to funds held by Fortress Investment Group L.L.C.
November 12, 2010
New Research Belies Large Hedge Funds’ Perceived SafetyInvestors who are attracted to large hedge funds because of their supposed safety and liquidity advantages may want to consider research results contained in a proprietary white paper released Thursday by Spring Mountain Capital.