Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Legg Mason Sells $1B in Notes to KKR
By James J. GreenThe Baltimore-based asset management firm Legg Mason said January 14 that it will sell $1.25 billion of convertible senior notes to an affiliate of the private equity firm Kohlberg Kravis Roberts (KKR).
January 07, 2008
Firm Adds Portfolios Aimed At Cash-Balance PlansLouis 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 07, 2008
Firm Adds Portfolios Aimed At Cash-Balance PlansLouis 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 02, 2008
A Bad Omen for StocksFor the first time since 1997, domestic equities lost ground in the last three months of the year. While this outcome is certainly not unexpected given the problems in subprime mortgages, corporate credit, and housing, both the holiday mindset and end of year buying typically propel stocks higher in the...
January 01, 2008
Fundamental Indexing DefinedFundamental indexes, like the ones created by Rob Arnott, chairman of Reseach Affiliates, are based on companies' fundamental data, such as sales, book value, cash...
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...