Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Firm Adds Portfolios Aimed At Cash-Balance Plans
By Staff WriterLouis Kravitz & Associates Inc. has come out with financial services products aimed at employers with "year by year" defined benefit pension plans.Kravitz, Encino, Calif., ...
January 01, 2008
Built to LastBuilding portfolios in times of tumult can be very challenging, even for the most seasoned of advisors. Given what's currently unfolding in the credit markets...
January 01, 2008
Back Office DealRegistered investment advisors will have the option to outsource more of their back-office tasks, including "portfolio data management and performance reporting," after the back-office service...
January 01, 2008
Shining a Light on SoftwareOver the past 20+ years of advising clients, I have used a number of different software packages to select and monitor clients' investments. With the...
December 18, 2007
BlackRock Fixed-Income CIO to LeaveBlackRock co-founder Keith Anderson, who is a vice chairman and the firm's global chief investment officer for fixed income, will leave the New York-based firm, to run an investment fund of his own.
December 14, 2007
ETFs for Buy-Write StrategiesExchange traded fund (ETF) provider PowerShares Capital Management is launching three new buy-write portfolio ETFs. The ETFs offer exposure to covered call strategies based on...
December 13, 2007
Schwab and Etelligent Make a DealRegistered investment advisors will have the option to outsource more of their back office tasks, including "portfolio data management and performance reporting," after the back office service provider Etelligent Consulting, Inc. is acquired by the unit of Charles Schwab Corporation.
December 13, 2007
Stem Cell OpportunitiesAlthough therapeutics companies working in the stem-cell arena are far from commercializing their results, companies that equip laboratories with analytical instruments and reagents are already beginning to gain from advances in the field and an influx of outside funding.