Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
About the manager, Brent Lynn
By Kate McBrideBased in Denver, Brent Lynn manages about $9.5 billion as executive VP and portfolio manager of the Janus Overseas Fund and portfolio manager of other...
January 30, 2007
Jackson National Updates VA PortfolioA large annuity manufacturer has changed the investment portfolios available with its variable annuities.Jackson National Life Insurance Company, Lansing, Mich., a unit of Prudential P.L.C., ...
January 30, 2007
Jackson National Updates VA PortfolioA large annuity manufacturer has changed the investment portfolios available with its variable annuities.Jackson National Life Insurance Company, Lansing, Mich., a unit of Prudential P.L.C., ...
January 19, 2007
529 Tool Crosses Bordersoseph Hurley, founder of Savingforcollege.com, has announced an enhancement to the site's State Tax 529 Calculator. As they have in the past, users supply their state of residence, marital status, and the investment they intend to make in the 529 plan in dollars for the year. The calculator then demonstrates...
January 18, 2007
Getting In on IPOsThere may be nothing in the investment field that generates more passionate and varied emotion than the topic of initial public offerings (IPOs). For clients who have not been able to get into enough IPOs on their own, or who want professional management of an IPO portfolio, there is a...
January 17, 2007
Energy Outlook for 2007While S&P projects real U.S. GDP (gross domestic product) growth will slow to 2.3% in 2007 from 3.3% in 2006, the world economy looks solid. S&P Economics is calling for global GDP growth of 3.2% in 2007 vs. 3.8% in 2006, driven by growth in emerging countries, particularly China. This...
January 05, 2007
Account ConsolidationBank of America has launched a unified managed account service, called Portfolio Strategies Managed Account, that combines a separately managed accounts platform and managed mutual fund wrap account platform into one entity. The new platform is probably going to be the "fastest growing fee-based platform we have in Premier Banking...
January 04, 2007
In '06, Small Cap Outperformed Large-Cap AgainThe small-cap Russell 2000 Index made a comeback in 2006 with a gain of 18.4%, outperforming the large-cap Russell 1000 Index (15.5%) for the seventh year in the past eight years. "The Russell 1000 and Russell 2000 each outperformed the other for six separate months through the year, but in...