Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
SEC to Review Use of Derivatives by Funds
By Ron PechtimaldjianThe SEC isreviewing the use of derivatives by mutual funds, exchange-traded funds (ETFs) and other investment companies.
March 24, 2010
Milevsky: Is There an Optimal Portfolio Drawdown Rate?Financial advisors wedded to a 4 percent annual withdrawal rate for their clients' retirement portfolios are likely doing their clients a grave disservice, according to...
March 24, 2010
Alternative Asset Firms Lack Protections From Identity Theft, Analysis FindsMany hedge funds and other alternative investment firms are ill-prepared to protect their investors from identity theft.
March 23, 2010
Watch List: ETFs and HealthcareMany investors in healthcare companies breathed a bit easier as the final details of the historic healthcare legislation emerged over the weekend.
March 22, 2010
House Hearing Focuses on Insurance CompaniesA House subcommittee was scheduled to hold an "educational" hearing March 18 for its members and the public.
March 22, 2010
Great Expectations: Meeting Client ExpectationsI had my second audit in three years this week. During the audit, one of the examiners asked if I ever advertise. My response was,...
March 18, 2010
Global Pensions Awards for InalyticsOne firm that has developed a technique for helping pension funds assess managers' skill and monitor performance, Inalytics, won "Investment Consultant of the Year" and "Software Provider of the Year."
March 18, 2010
1st Global Engages Economics Nobel LaureateMarkowitz will serve as consultant and advisor.