Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Looking at Risk Tolerance
By Mike PattonIn my last posting, I discussed the importance of scalability. In keeping with this topic, this week I continued to refine the MS Excel risk...
September 07, 2007
A Brave Nanotech WorldThis broadly defined emerging technology essentially relates to the control of matter on a molecular level where the rules of quantum physics reign. Increasingly, scientists and researchers are creating and using devices and materials that are too small to even be seen by high-powered microscopes--consider that one nanometer represents one...
September 06, 2007
Lower Prices at Vanguard for Larger ClientsFor investors who have $100,000 to $1 million-plus at Vanguard, the news is good: reduced costs for brokerage and planning, broader services, and for the highest bracket, access to some mutual funds that had been closed. For advisors, perhaps this is yet another layer of competition for customers and assets.
September 04, 2007
August Shows Value of Prudent DiversificationAugust was a study in contrasts. Domestic equity and high-grade fixed income weathered the storm of global volatility to close mostly higher, but the loan market fell apart. Finding a bid on high-risk corporate bonds or subprime mortgages was even more difficult.
September 01, 2007
Principled PerformanceHave you looked at clients' allocations to the financial sector lately? As the equity and bond markets digest years of mortgage and structured securities-related exuberance,...
September 01, 2007
Getting In"We think that due to the fee structure of alter-native investments, with the incentive fee and alignment of interest and so forth, some of the...
September 01, 2007
Judgment DayIn the Journal of Investment Consulting (Winter 2005-06) and in a series of articles in Investment Advisor (September 2005, February 2006, and March 2006), we...