Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
PMC Rolls Out Model-Based ETF Portfolios
By Kara P. StapletonPortfolio Management Consultants (PMC), the investment arm of Envestnet, launched a new investment vehicle--the PMC Tactical ETF Portfolio Series--designed to compensate for difficult markets, according to PMC.
October 01, 2008
A Few Words About Current Market ConditionsWith all the verbal diarrhea being spouted by the talking heads on CNBC and other channels, I thought it most appropriate to limit my comments on the current market debacle to a few bullet points.
October 01, 2008
ING Pushes Its PortfoliosAs the boom in the number of exchange-traded funds (ETFs) and exchange-traded notes (ETNs) continues, another related boom is happening: model portfolios that utilize these...
October 01, 2008
2008 ETF Advisor Hall of Fame: Pioneers in Portfolio ManagementWelcome to Research magazine's second annual ETF Hall of Fame. This year, we honor two sole practitioners and a team of three. All the advisors...
September 29, 2008
House Rejects Bailout BillIn a surprise move, the House of Representatives rejected September 29 by a vote of 205-228 the Emergency Economic Stabilization Act (EESA) of 2008 (H.R....
September 29, 2008
Bailout Plan Goes to House as More Banks TotterAdministration and Congressional officials announced Sunday, September 28, that they had compromised on the $700 billion financial services bailout plan and would send the revised, 110-page bill to the House of Representatives on Monday, September 29, where many expect there to be significant debate before the bill is sent to...
September 29, 2008
New Chairman Named for Advisor Trust CompanyWilliam Hart, founder of Chicago-based Hartline Investment Corp., has been elected chairman of the board of National Advisors Trust Co., the independent trust company owned by over 130 independent financial advisory firms nationwide. He succeeds Joseph Kopczynski, an original NATCO shareholder who stepped down as chairman after 10 years, but...