Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
SMA and Wrap Uniformity
By Kate McBrideThe CFA insitute wants your clients to see investment performance for separately managed accounts (SMA) or wrap fee accounts calculated in a uniform way in...
September 01, 2005
Bank on ItJust in time for the back-to-school season, here is a fund that takes a disciplined approach to investing. The manager stresses good old balance sheet...
September 01, 2005
THE GLUCK REPORT, Part I: Second ActRob Major, I'm sorry. I apologize for underestimating you. You know a lot more about portfolio management software than I thought you did, and your...
September 01, 2005
THE GLUCK REPORT, Part II: Broker/Dealer Tech ReportWhich independent B/Ds are leading the way in technology? How does your B/D stack up? It's probably tough for most reps to know. For the...
August 04, 2005
Hiring New Team: Robert Chapman Returns to the FrayEL SEGUNDO, Calif. (HedgeWorld.com)--Robert L. Chapman, Jr., the hedge fund manager who gave himself a sabbatical 16 months ago, announced this weekend that he's back. His two new funds, Chap-Cap Partners II LP and Chap-Cap Activist Partners LP, will open their respective doors Jan. 1, 2006. The latter, as its...
August 03, 2005
Are Asset Allocation Funds a Good Deal?MFS funds get high three-year ratings from S&P
August 01, 2005
Fund in Focus: Thornburg Core Growth/AAlex Motola, manager since December 2000 inception. S&P Rank: 5 Stars Three-Prong Approach Yields 5 Stars
August 01, 2005
Plan of the CenturyFor Ricky Grunden, the essence of being a financial advisor is not investment strategy and wealth accumulation, although those are important. He sees his role...