Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Send your clients packing
By Stephanie UrsiniI don't know about you, but if my advisor had a strategy that would allow me to go on vacation without the stress of how it will affect my retirement income, I'd sign up in a heartbeat, as would most anyone. Vacations have never been more popular
May 21, 2007
China's Bubble May Not Spell Trouble for Global InvestorsDespite a recent government decision allowing investment in markets outside of the mainland, China's indexes still continue to close higher, fueling renewed speculation in some quarters that the markets are inflated and ready to pop. But Alec Young, international market strategist at Standard & Poor's, says American investors should not...
May 18, 2007
SEC Furthers Strides Toward Global Accounting StandardFurthering its efforts to establish a global accounting standard, the SEC plans to issue a proposed rule this summer allowing foreign private issuers to choose...
May 17, 2007
Fidelity Adds Share Classes to Four AMT-Free Money FundsFidelity Investments launched on May 14 two new share classes--institutional and service--for four of its alternative minimum tax-free money market funds: Fidelity California, Massachusetts, New Jersey, and New York.
May 17, 2007
John Hancock Adds to Lifestyle Fund LineupEffective May 1, John Hancock added three new strategies to its five Lifestyle asset allocation fund of funds, which already has an aggregate of $50 billion under management.
May 17, 2007
Clean Energy OptionsHere's a look at some of the newest exchange-traded funds that give investors exposure to alternative energy companies.
May 16, 2007
New Grassley Bill Would Require Hedge Fund RegistrationSenator Chuck Grassley (R-Iowa), the ranking Republican on the Senate Finance Committee, introduced the Hedge Fund Registration Act on May 15, legislation that would require hedge funds to register with the SEC. Grassley's bill comes on the heels of a D.C. Circuit Court of Appeals ruling last year that overturned...
May 16, 2007
Greenspan to Consult with PIMCOAlan Greenspan has inked a deal to consult with Allianz's bond powerhouse, PIMCO, according to a report May 16 in The Wall Street Journal. The relationship with PIMCO, in which, the Journal reports, Greenspan will speak frequently with executives at PIMCO, takes the former Fed chairman back to his pre-Federal...