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 Ruling Forces D.E. Shaw Portfolio Disclosure
By Staff WriterNEW YORK (HedgeWorld.com)--After years of shielding the details of its massive stock portfolio from the prying eyes of the public, and potentially competitors, hedge fund firm D.E. Shaw & Co. Inc. has been forced by the Securities and Exchange Commission to disclose every last share of its US$21.3 billion in...
December 01, 2004
THE GLUCK REPORT, Part I: Portfolio Management, Up CloseIt's a great time to take a look at portfolio management software. Vendors are scrambling to attract the 278 independent advisors recently displaced by Advent's...
December 01, 2004
Getting TherePeople have been trying to perfect the art of portfolio construction for a long time. But as anyone who has ever worked with a real,...
November 24, 2004
Financial Services At The Center Of M&A PartyWith private equity giant Blackstone Group taking over Equity Office Properties Trust, Nasdaq Stock Markets bid for the London Stock Exchange, and Bank of America's plan to buy Schwab's U.S. Trust division, financial services are in the thick of the merger-mania that is sweeping global markets.
November 09, 2004
IDS, NorthStar Hope to Cover Investment Management from Front to BackNEW YORK (HedgeWorld.com)--Integrated Decision Systems Inc. and NorthStar Systems International plan to partner to offer clients a broader array of wealth management tools. The two firms announced a partnership that will pair NorthStar's wealth and asset management technology with IDS' portfolio accounting and performance measurement solutions. Officials at both firms...
November 01, 2004
MetLife To Offer 5 Packaged 401(k) PortfoliosNU Online News Service, Nov. 1, 2004, 4:22 p.m. ESTOne of the biggest U.S. financial services companies is joining the asset allocation movement.[@@]MetLife Inc., ...
November 01, 2004
Madison Capital Names Portfolio DirectorNEW YORK--(HedgeWorld.com) Madison Capital Management LLC, has appointed Kristina Smorol as a portfolio director. Ms. Smorol will work primarily on investments in real estate securities for Madison's joint venture with Pramerica's real estate investment management arm and other funds managed by Madison. The joint venture concentrates on nontraditional real estate...