Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
The Bear Stearns Conundrum
By Ben WarwickThe most dramatic event in the wild and woolly month of March 2008 was the shocking, Fed-inspired bail-out of Bear Stearns by JPMorgan. If one...
April 01, 2008
About the managerIn addition to managing the portfolio of $4.3 billion Fidelity Canada Fund, for U.S. investors, Fidelity Investments Portfolio Manager Maxime Lemieux also manages funds that...
March 28, 2008
Reinsurer To Spend More Time Evaluating PortfolioScottish Re Group Ltd. says it will be postponing the release of its financial results for the fourth quarter of 2007 and for the full ...
March 20, 2008
India InvestingAdvisors who like to use ETFs or mutual funds for client portfolios' foreign-country exposure may want to look into two new India investment offerings: one...
March 14, 2008
JPMorgan and The Fed Lend a HandJPMorgan Chase & Co. announced March 14 that "in conjunction with the Federal Reserve Bank of New York, it has agreed to provide secured funding to Bear Stearns, as necessary, for an initial period of up to 28 days," via the The Fed's Discount Window.
March 10, 2008
The Hartford Launches Global FundThe Hartford launched Hartford Global Equity Fund (HLEAX), a mutual fund classified as a Global Multi-Cap Core fund by Lipper, on March 1.
March 04, 2008
Asset Allocation, Green Investing Evolving"A prevalent theme in 2008 is the evolution of asset allocation," says Bill Crager, president of Chicago-based Envestnet Asset Management, pointing out that the older investor who wants to protect capital and avoid volatility will drive that evolution. "Everyone uses an asset allocation with the usual stocks, bonds, and cash,"...