Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
SEC Likely to Scrutinize Advisers' Adherence to Disclosed Investment Strategies
By Staff WriterTraditionally, hedge fund advisers have been accustomed to investing pursuant to vaguely drafted investment guidelines that permit a wide range of possible investment options. A typical hedge fund private placement memorandum might include language stating: To accomplish this objective, the Fund will employ its research-driven investment process, balance longs and...
February 01, 2005
THE GLUCK REPORT, Part II: Portfolios, via the WebBroker/dealers want to be able, for compliance reasons, to monitor how reps invest client funds. They also want to exert control over them for business...
January 18, 2005
Three Fund Managers Leave FidelityJan. 14, 2005 -- Three fund managers are leaving Fidelity Investments, including Beso Sikharulidze, who oversaw the $9.1 billion Fidelity Mid Cap Stock (FMCSX). Adam Segal...
January 12, 2005
SEC Ruling Forces D.E. Shaw Portfolio DisclosureNEW YORK (HedgeWorld.com)--After years of shielding the details of its massive stock portfolio from the prying eyes of the public, and potentially competitors, hedge fund firm D.E. Shaw & Co. Inc. has been forced by the Securities and Exchange Commission to disclose every last share of its US$21.3 billion in...
January 04, 2005
Stephen Atkins of Northern Large-Cap Value FundS&P Rank: 4 Stars Totally Stoked by Dividends
December 01, 2004
THE GLUCK REPORT, Part II: Portfolio Management Moves onto the WebThe three PMS programs we reviewed this month, Schwab PortfolioCenter, Advisors Assistant, and dbCAMS, are desktop applications, but desktop applications are becoming less common. Most...
December 01, 2004
THE GLUCK REPORT, Part I: Portfolio Management, Up CloseIt's a great time to take a look at portfolio management software. Vendors are scrambling to attract the 278 independent advisors recently displaced by Advent's...
December 01, 2004
Getting TherePeople have been trying to perfect the art of portfolio construction for a long time. But as anyone who has ever worked with a real,...