Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Down, Then Up, in 2006
By Kate McBrideEconomic growth will slow a bit; earnings growth will moderate; large-cap will outperform small cap, non-U.S. equities will outperform U.S. equities for the fifth year...
January 17, 2006
Jackson National Expands VA OptionsJackson National Life Insurance Company is adding new variable annuity investment choices aimed at customers who want exposure to the stock market without the need ...
January 17, 2006
Jackson National Expands VA OptionsJackson National Life Insurance Company is adding new variable annuity investment choices aimed at customers who want exposure to the stock market without the need ...
January 01, 2006
Off the GridAt the Wealth Advisor Summit, Craig Callahan, founder and president of Icon Advisers, Inc. in Greenwood Village, Colorado, made a compelling case for releasing portfolio...
January 01, 2006
Latin Funds Soar NorthwardInvesting in Latin American stocks has been very lucrative the past few years. The continent offers immense commodities and natural resources, a cheap labor force,...
January 01, 2006
Boxes Are Not ClassesIn the September 2005 Investment Advisor, we showed that investing constrained by characteristics (value-growth and market capitalization) costs investors almost 300 basis points per year...
January 01, 2006
Many Happy ReturnsHeading into the next quarter-century of Investment Advisor, we wondered if there were any diversified equities funds that have been managed for 25 years or...
January 01, 2006
Mostly Sunny or Partly CloudyLike most questions, the answer depends on whom you ask. We are fortunate here at Investment Advisor in that we have not one expert to...