Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Illusionist
By Staff WriterOne of the banes of modern investment manage- ment is the existence of closet indexers--money managers who are ostensibly active managers but who in fact...
January 30, 2008
Cushioning the BlowSwiss banking and securities giant UBS took the unusual step of pre-announcing full-year and fourth-quarter results on January 30. The Zurich- and Basel-based company says it "will report a net loss attributable to shareholders of approximately [Swiss francs] CHF 4.4 billion for full-year 2007," or about $4 billion U.S. dollars,...
January 24, 2008
Advisors Join In Call For Monthly Money Market Portfolio FilingsFinancial professional groups have teamed with consumer and investor groups to ask the U.S. Securities and Exchange Commission to help monitor money market funds.The SEC ...
January 24, 2008
Advisors Join In Call For Monthly Money Market Portfolio FilingsFinancial professional groups have teamed with consumer and investor groups to ask the U.S. Securities and Exchange Commission to help monitor money market funds.The SEC ...
January 21, 2008
Mackey to Leave NAVAAfter more than 12 years as president and CEO of NAVA, Mark Mackey has resigned to pursue other opportunities in the financial services arena.
January 17, 2008
Merrill Lynch Reports $8.6 Billion LossMerrill Lynch suffered a loss of $8.6 billion "from continuing operations" for 2007, caused "by significant declines in Fixed Income, Currencies & Commodities (FICC) net revenues," for the last two quarters of the year, the firm said in a January 17 announcement.
January 17, 2008
Ibbotson Says Living Benefits Help Retirement PortfoliosCombining a variable annuity with a lifetime guaranteed minimum withdrawal benefit and a traditional investment portfolio can increase a worker's retirement income.Analysts at Ibbotson Associates, ...
January 17, 2008
Ibbotson Says Living Benefits Help Retirement PortfoliosCombining a variable annuity with a lifetime guaranteed minimum withdrawal benefit and a traditional investment portfolio can increase a worker's retirement income.Analysts at Ibbotson Associates, ...