Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Too Much of a Good Thing
By Susan L. HirshmanA rubber band stretched to its limits and then let go will always snap back. Unfortunately, the markets are not as predictable as rubber bands....
October 16, 2007
Calvert Foundation Divests From SudanThe Calvert Foundation has voted with its feet by divesting its Calvert Giving Fund, the donor-advised fund administered by the foundation, of all "companies affiliated with the Sudanese government," the foundation announced October 11.
October 16, 2007
Environmentally Sustainable InvestmentsAdvisors and their clients who want to invest in environmentally sustainable assets have two new choices with the launch of Sustainable Asset Management's (SAM) Sustainable Water Fund and Sustainable Climate Fund.
October 16, 2007
Barclays Launches Single-State Muni ETFsBarclays Global Investors has announced the rollout of California and New York state-specific municipal bond ETFs, which are listed on the American Stock Exchange and began trading on October 5. New York and California are two states with high state income taxes and many high-income residents, which my make these...
October 04, 2007
Lifetime Income Products DebutFidelity Investments unveiled a group of retirement income products and online applications for advisors and clients, October 3, aimed at helping retirees generate more predictable monthly cash flow streams for certain time horizons, or for life.
October 01, 2007
Like Bananas, Big News Comes in BunchesOne of the most prominent features of the U.S. economy in the last two decades has been a consistent decline in volatility. Recent volatility, however, points to a potential increase of the metric to more historical levels.
October 01, 2007
Morgan Stanley Has New Advisory AccountMorgan Stanley Has New Advisory AccountMorgan Stanley's Global Wealth Management Group has a new non-discretionary advisory account, "Morgan Stanley Advisory." The company says it has...
October 01, 2007
Simulation WizardryFinancial planners have long searched for a tool that provides flexibility in modeling the specific nuances of various clients' situations. Finding that all-inclusive program has...