Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Don't Count Out Bonds (Yet)
By Ben WarwickAlthough the Treasury market followed energy prices lower throughout January, that correlation isn't likely to continue indefinitely. A combination of stifled inflation anxiety and solid economic growth is as good as it gets for investors. However, it should be noted that any deviation from the good news that market participants...
February 01, 2007
A Matter of StyleBy Craig Callahan, founder and president of Icon Advisers in Denver, and C. Thomas Howard, professor of finance at the Daniels College of Business, also...
February 01, 2007
About the manager, Brent LynnBased in Denver, Brent Lynn manages about $9.5 billion as executive VP and portfolio manager of the Janus Overseas Fund and portfolio manager of other...
February 01, 2007
Investing With StyleIn a series of articles appearing in Investment Advisor (September 2005, January 2006, and February 2006), we criticized the market-cap/value-growth characteristic grid used for categorizing...
February 01, 2007
Separate Accounts Capture More AssetsPMFM has caught onto a trend, or is perhaps helping cause the trend, with its emphasis on the use of separate accounts for its clients...
January 30, 2007
Jackson National Updates VA PortfolioA large annuity manufacturer has changed the investment portfolios available with its variable annuities.Jackson National Life Insurance Company, Lansing, Mich., a unit of Prudential P.L.C., ...
January 30, 2007
Jackson National Updates VA PortfolioA large annuity manufacturer has changed the investment portfolios available with its variable annuities.Jackson National Life Insurance Company, Lansing, Mich., a unit of Prudential P.L.C., ...
January 19, 2007
529 Tool Crosses Bordersoseph Hurley, founder of Savingforcollege.com, has announced an enhancement to the site's State Tax 529 Calculator. As they have in the past, users supply their state of residence, marital status, and the investment they intend to make in the 529 plan in dollars for the year. The calculator then demonstrates...