Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Ups & Downs of ETFs
By Kara P. StapletonState Street Global Advisors and Knowledge@Wharton, the online business journal of The Wharton School, released the results of a joint survey of investment professionals exploring...
August 01, 2008
Wholesalers: The Whole TruthWhat do financial advisors really want? (Ask yourself what you really want.) And how can they get it? To help answer these questions, CEG Worldwide...
July 22, 2008
Ameriprise Financial to Acquire SeligmanA definitive agreement has been reached between Ameriprise Financial, Inc. and J. & W. Seligman & Co., Inc. under which the Minneapolis-based financial services firm...
July 22, 2008
Poll shows financial advisors resist knee-jerk reactions to client portfoliosSEI surveyed more than 250 independent financial advisors from around the country and asked whether they are resisting their clients' urges to move assets right...
July 11, 2008
Hedge Funds Do Well as Equity Markets SlideDespite equity markets selling off sharply, hedge funds fared pretty well in June, according to Hennessee Group LLC, an advisor to hedge fund investors. The Hennessee...
July 11, 2008
Another Institutional Capital Fund from MainstayMainStay Investments, the retail distribution arm of New York Life Investment Management, introduced the MainStay Institutional Capital (ICAP) Global Fund to advisors at the annual...
July 11, 2008
More Equity FundsSchwab's Laudus Funds, which partners with third-party money managers, has added international equity and global equity mutual funds from London-based Mondrian Investment Partners Ltd. to its lineup.
July 01, 2008
Saving the Stock MarketAfter April and May's resilient comeback for stocks, weakness in the finance sector dragged the market down significantly in June, resulting in the third consecutive losing quarter for the S&P 500 index. Most of the problems, as expected, were mortgage-related. With analysts absolutely moribund, investor psychology wrecked, and large cap...