Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
THE GLUCK REPORT, Part I: Farewell to Portfolio 2000
By Staff WriterEnding one of the biggest technology stories to hit the independent advisor market in the last decade, Advent has pulled the plug on its Portfolio...
October 01, 2004
What's in a Name?Junxure's history is a bit confusing because of its former association with Schwab Performance Technologies. Junxure got its start by signing an agreement to let...
October 01, 2004
Model PortfoliosTo better serve his smaller-account clients and the family members of some of his larger clients, Leonetti's firm offers a mutual fund modeling service. After...
October 01, 2004
The Middle Way: Election 2004As a candidate for the presidency some time ago, this man noted that unlike the "generation of Americans who stormed beaches, liberated concentration camps, and...
September 27, 2004
Nexstar Capital Hires Ex-Dresdner Exec as Portfolio ManagerNEW YORK (HedgeWorld.com)--Nexstar Capital Partners LLC hired Peter J. Carril as managing partner and portfolio manager. Mr. Carril previously was global head of emerging markets debt trading at Dresdner Kleinwort Wasserstein, according to a news release from Nexstar. He also serves as a board member for the Emerging Markets Traders...
September 20, 2004
American Express Offers Morningstar Portfolio AdviceNU Online News Service, Sept. 20, 2004, 4:34 p.m. EDTAmerican Express Financial Group, Minneapolis, has picked a unit of Morningstar Inc., Chicago, to help ...
September 02, 2004
SEC Releases Final Rule On Portfolio Manager DisclosureSEC Releases Final Rule On Portfolio Manager DisclosureByThe U.S. Securities and Exchange Commission is beefing up portfolio manager disclosure requirements for variable annuity issuers.The agency ...
August 27, 2004
SEC Releases Final Portfolio Manager Disclosure RuleThe U.S. Securities and Exchange Commission is beefing up portfolio manager disclosure requirements for variable annuity issuers.[@@]The agency has published a final rule that ...