Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Podcast: Fundamental Indexing
By Staff WriterIn this exclusive IA Podcast Rob Arnott, chairman of Research Affiliates explains why fundamental weighting is superior to weighting indexes by market capitalization.
October 15, 2006
Total Ordinary Reinsurance AssumedReflecting a tightening of the reinsurance market, total ordinary reinsurance assumed dropped 51.33% in 2005, according to data culled earlier this year in an annual ...
October 08, 2006
Is Your 401(k) Plan Perfect ?There are many weak small business 401(k) plans.Many plans worked fine when they were originated. However, as the plans grew, costs may not have stayed ...
October 06, 2006
Merrill Lynch Investment Management and BlackRock Merger CompleteBlackRock Inc. and Merrill Lynch Investment Management have completed the merger of their investment management businesses, creating a company that will have more than $1 trillion in assets under management, operating chiefly under the BlackRock name.
October 06, 2006
Fewer Firms Increasing DividendsStandard & Poor's announced that of the approximately 7,000 publicly owned companies that report dividend information to Standard & Poor's Dividend Record, only 377 increased their dividend during the third quarter of 2006. This represents a 3.6% decline from the 391 issues that increased their dividend during the third quarter...
October 02, 2006
The Case for True Diversification--Searching for Alpha, October 2006It's been a long six years for investors in the Dow Jones Industrial Average. After a spectacular third quarter this year, the oldest index of U.S. stocks is now a breath away from the all-time high of 11,722.98 set on January 14, 2000.(Searching for Alpha, the monthly index newsletter for...
October 01, 2006
'Tis the Season(ality)Attempts to predict the direction of the stock market run the gamut from the sublime to the ridiculous. Besides the usual suspects of fundamental and...
October 01, 2006
Remember To Pay The MortgageMortgage-backed securi-ties, a somewhat overlooked, though very large, section of the fixed-income universe, are becoming more attractive to investors in light of a softening housing...