Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Water ETFs Make A Splash
By Staff WriterA handful of new mutual funds and exchange-traded funds (ETFs) invest in companies directly involved in that most basic element of human life-- water. While most...
July 02, 2007
Junk Bonds Under PressureFor the last few years, the supply of equities traded in the U.S. has fallen, and the number of bond issues has risen. These aren't two unrelated trends, but a natural byproduct of the buyout boom.
July 01, 2007
Travel The World, While Staying HomeGlobal equity funds differ from international stock funds in that they have the latitude to invest in U.S. stocks as well as foreign companies. Indeed,...
July 01, 2007
Overlay Uses 101Separation of alpha and beta appears to be the mantra du jour in portfolio management, though long-time observers are aware that the concept is hardly...
June 28, 2007
A Focus on Fixed IncomeMorningstar kicked off its 2007 Investment Conference June 27 in a new venue, Chicago's McCormick Place, and with a timely keynote speaker, Morningstar's 2006 Fixed...
June 28, 2007
Rydex Acquired by Security BenefitSecurity Benefit, the Topeka-based financial services holding company has signed a definitive purchase agreement to acquire Rydex Investments, Rockville, Maryland. The combined organization is expected to have roughly $35 billion in assets under management and $52 billion of assets under administration when the deal closes later this year.
June 28, 2007
Advisor Fee Deduction Part IIIn the world of advice, discussion can be a very healthy thing. Even if you don't agree with a particular point of view, it can...
June 22, 2007
Some Utility Stocks Becoming Less Interest Rate SensitiveUntil about 10 years ago, U.S. electric and natural gas utilities have been quintessential "widow and orphan" stocks. Their profitability was highly regulated and, lacking...