Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Poll shows financial advisors resist knee-jerk reactions to client portfolios
By Staff WriterSEI surveyed more than 250 independent financial advisors from around the country and asked whether they are resisting their clients' urges to move assets right...
July 11, 2008
Hedge Funds Do Well as Equity Markets SlideDespite equity markets selling off sharply, hedge funds fared pretty well in June, according to Hennessee Group LLC, an advisor to hedge fund investors. The Hennessee...
July 01, 2008
Saving the Stock MarketAfter April and May's resilient comeback for stocks, weakness in the finance sector dragged the market down significantly in June, resulting in the third consecutive losing quarter for the S&P 500 index. Most of the problems, as expected, were mortgage-related. With analysts absolutely moribund, investor psychology wrecked, and large cap...
July 01, 2008
Nuveen's Alan Brown Speaks Out on Portfolio Construction, RelationshipsAlan Brown, executive vice president and co-head of Nuveen Investments Global Private-Client Group, has been with the Chicago-based firm since 2001. Before this, he served...
June 27, 2008
More at VanguardVanguard has introduced its Total World Stock Index Fund, which seeks to track the investment performance of the FTSE All-World Index--a "market-capitalization-weighted index designed to...
June 26, 2008
Advisors Not Up to Date on AnnuitiesMitch Politzer, senior VP of Lincoln, Nebraska-based Ameritas Advisor Services (a unit of Ameritas Life Insurance Corp., New York), had a hunch that financial advisors might not be as prepared as they should be to lead Americans toward a secure retirement. He therefore teamed up with Chicago-based market research firm...
June 25, 2008
SEC Proposes Rule on EIAs, Opens Rule 15a-6 for CommentsThe Securities and Exchange Commission issued a proposed rule June 25 that would establish the standards for determining which equity indexed annuities are not considered...
June 23, 2008
LSI To Handle Mutual Benefits PoliciesThe receiver in charge of a collection of life settlement portfolios has hired a firm to help it sell and administer the settled policies in ...