Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Higher Education Act Adds Simplification, Disclosure Requirements
By Kara P. StapletonOn August 14, 2008, ten years since its last reauthorization, President Bush signed into law the Higher Education Act (H.R. 4137). The law was originally...
August 18, 2008
GAO Questions PBGC Portfolio Risk AnalysisAnalysts at the U.S. Government Accountability Office are criticizing the stochastic modeling methods the Pension Benefit Guaranty Corp. has used to justify its new investment ...
August 18, 2008
GAO Questions PBGC Portfolio Risk AnalysisAnalysts at the U.S. Government Accountability Office are criticizing the stochastic modeling methods the Pension Benefit Guaranty Corp. has used to justify its new investment ...
August 11, 2008
Barclays Launches 529 Plan With a TwistBarclays Global Investors and Upromise Investments recently launched the iShares 529 Plan, the first 529 plan designed with portfolios that invest exclusively in iShares Exchange Traded Funds (ETFs).
August 11, 2008
Vanguard Explorer ReopensThe latest in a number of major mutual funds reopening to new investors, Vanguard announced August 7 that it has made its Vanguard Explorer Fund and Vanguard Health Care Fund available to new shareholder accounts, effective immediately.
August 11, 2008
Matthews to Re-Open Two Regional Asia FundsThe Matthews Asian Funds said it will re-open two of its no-load mutual funds to new investors on September 2.
August 10, 2008
Hooking The Big Fish: What It Takes To Serve High Net Worth ClientsFor many financial representatives, "hooking the big fish" means being able to successfully attract and serve high net worth clients. These are worthy goals, but ...
August 10, 2008
Hooking The Big Fish: What It Takes To Serve High Net Worth ClientsFor many financial representatives, "hooking the big fish" means being able to successfully attract and serve high net worth clients. These are worthy goals, but ...