Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
First Among Equals
By Kate McBrideThere has been a great deal of discussion lately about the importance of a higher allocation to international securities. A larger participation in international assets...
May 22, 2007
S&P Adds Islamic Law-Compliant IndexStandard & Poor's is adding to its index offerings aimed at Islamic investors who want to participate in the markets in a way that conforms to Shariah law. The S&P BRIC Shariah Index will include large companies from the BRIC countries--Brazil, Russia, India, and China--that "trade on developed market exchanges,"...
May 21, 2007
China's Bubble May Not Spell Trouble for Global InvestorsDespite a recent government decision allowing investment in markets outside of the mainland, China's indexes still continue to close higher, fueling renewed speculation in some quarters that the markets are inflated and ready to pop. But Alec Young, international market strategist at Standard & Poor's, says American investors should not...
May 18, 2007
SEC Furthers Strides Toward Global Accounting StandardFurthering its efforts to establish a global accounting standard, the SEC plans to issue a proposed rule this summer allowing foreign private issuers to choose...
May 17, 2007
Fidelity Adds Share Classes to Four AMT-Free Money FundsFidelity Investments launched on May 14 two new share classes--institutional and service--for four of its alternative minimum tax-free money market funds: Fidelity California, Massachusetts, New Jersey, and New York.
May 17, 2007
John Hancock Adds to Lifestyle Fund LineupEffective May 1, John Hancock added three new strategies to its five Lifestyle asset allocation fund of funds, which already has an aggregate of $50 billion under management.
May 17, 2007
Clean Energy OptionsHere's a look at some of the newest exchange-traded funds that give investors exposure to alternative energy companies.
May 16, 2007
New Grassley Bill Would Require Hedge Fund RegistrationSenator Chuck Grassley (R-Iowa), the ranking Republican on the Senate Finance Committee, introduced the Hedge Fund Registration Act on May 15, legislation that would require hedge funds to register with the SEC. Grassley's bill comes on the heels of a D.C. Circuit Court of Appeals ruling last year that overturned...