Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Greek Debt Sale Hailed a Success; Moody's Downgrades Portugal
By John SullivanSale seen as important test of Greece's financial recovery
July 09, 2010
Institutions Increasingly Prefer Direct Investment in Hedge FundsFunds of funds hold their own in a maturing institutional market.
July 09, 2010
Mercer Data Study Shows DC Participants Fare Better With Automated Plan FeaturesDefined contribution plan participants who used automatic rebalancing and deferral increase saw greater balance increases, by as much as 26%, according to a Mercer study.
July 09, 2010
LPL Mid-Year Outlook Expects Economic 'Tailwinds' to Keep U.S. Sailing Toward Expansion"The recovery is over. Welcome to the expansion," independent broker/dealer giant LPL Financial Corp. asserts in a mid-year outlook report released Thursday, July 8, that expects the U.S. economy and markets to stay on course for growth in 2010.
July 08, 2010
Russell Investments, Global X Launch FundsRussell Investments debuts a commodity strategies fund, while Global X rolls out an ETF tied to Brazil.
July 08, 2010
Cap-Weighted Index Investing Is Losing Its ShineAcademics and practitioners take aim at the traditional methodology.
July 08, 2010
EDHEC-Risk Institute Study: Cap-Weighted Index Investing Is Losing Its ShineAlthough cap-weighted indexing continues to dominate the investment landscape, some researchers are questioning its efficacy and alternative indexing methodologies are coming to the fore.
July 08, 2010
Jefferson National White Paper Says Variable Annuities Offer 'Tax-Efficient Frontier'A Jefferson National Life Insurance white paper on portfolio management says tax efficiency will emerge as a "significant new imperative" as taxes rise and and financial advisors can mitigate clients' risk with a new category of variable annuity.