Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Nuveen's Alan Brown Speaks Out on Portfolio Construction, Relationships
By Janet LevauxAlan Brown, executive vice president and co-head of Nuveen Investments Global Private-Client Group, has been with the Chicago-based firm since 2001. Before this, he served...
June 25, 2008
SEC Proposes Rule on EIAs, Opens Rule 15a-6 for CommentsThe Securities and Exchange Commission issued a proposed rule June 25 that would establish the standards for determining which equity indexed annuities are not considered...
June 23, 2008
LSI To Handle Mutual Benefits PoliciesThe receiver in charge of a collection of life settlement portfolios has hired a firm to help it sell and administer the settled policies in ...
June 16, 2008
New Advisor for Vanguard's Explorer FundThe Board of Trustees of the Vanguard Explorer Fund has named Century Capital Management, LLC, as the seventh advisor to the $11 billion fund. This...
June 13, 2008
Pershing Adds to FundVest PlatformPershing LLC, a subsidiary of The Bank of New York Mellon Corporation, has added American Funds, JennisonDryden, OppenheimerFunds and Van Eck Global to FundVest--Pershing's no-transaction-fee...
June 13, 2008
A New DirexionDirexion Funds has launched the Commodity Trends Strategy, benchmarked to the Standard & Poor's Commodity Trends Indicator (S&P CTI). The Fund gives investment advisors and investors access to a" diversified, open-ended commodity mutual fund that allows them to benefit from both rising and falling commodity prices."
June 12, 2008
Rydex's New Leveraged & Inverse ETFsRydex Investments announced that shares of eight new leveraged and inverse exchange traded funds have begun trading on the American Stock Exchange. Select Sector ETFs...
June 09, 2008
The next Bear Stearns?Economist Richard Yamarone with Argus Research said he believes the worst is behind us (economically), but he feels another Wall Street powerhouse may go under...