Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Morningstar Offers New Managed Portfolios
By Staff WriterNU Online News Service, April 16, 11:25 a.m. -- Morningstar Investment Services, Inc., Chicago, says it has introduced six new managed investment portfolios. The ...
April 03, 2003
Manager Joins Strong Mid Cap FundApril 2, 2003 -- Strong Capital Management Inc. said Derek Felske, who helped run the Strong Advisor Mid-Cap Growth fund, has left the company. Brandon Nelson,...
April 01, 2003
Core-and-Satellite Portfolios & TaxesIn the financial services industry, there is growing recognition that the design and structure of equity portfolios with multiple managers should be fundamentally different for...
April 01, 2003
The Portfolio Management DramaEvents in the business of providing portfolio management software to independent advisors are starting to look like a bad soap opera. This little corner of...
February 14, 2003
Transamerica Expands Term, UL PortfoliosNU Online News Service, Feb. 14, 11:50 a.m. -- Transamerica Occidental Life Insurance Company, Los Angeles, today announced its has broadened its line of ...
February 01, 2003
Optimum Performance?Financial planners and investment advisors these days usually pooh-pooh the idea of using an optimizer to construct a portfolio or even to see how a...
January 01, 2003
Engineered SuccessAs a research engineer, John Montgomery trained at MIT and in his first jobs immersed himself in quantitative methods and transportation theory. But he was...
November 11, 2002
Four AIM Fund Managers to RetireNov. 8, 2002 -- AIM Capital Management said four of its portfolio managers are retiring. Joel Dobberpuhl, 36, lead manager of AIM Worldwide Spectrum Fund/A (AWSAX),...