Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Setting Good Screens
By Staff WriterLet's say one of your clients is a tie-dyed, tree-hugging Planned Parenthood volunteer; the second is a pro-life, Baptist hunting enthusiast; and the third is...
June 01, 2004
TOOLS OF THE TRADE-Using the Right LensWhen it comes to providing a successful investment experience for your clients, one piece of advice I learned early on as an advisor is this:...
June 01, 2004
THE GLUCK REPORT- The Right Way To OptimizeIs today's "sophisticated" advisor actually that sophisticated after all? A growing number of academics and leading investment thinkers believe they are not. Some, like Bill Jahnke...
June 01, 2004
Fountain Of YouthIf your clients call to say they're bringing their children to your meeting this afternoon, you'll probably put on an extra pot of coffee for...
May 28, 2004
Green Cay Adds Portfolio ManagerGreen Cay Asset Management Ltd. hired Chris Roberts as a portfolio manager, a new position.
May 10, 2004
Bank of Bermuda Launches Risk Management SystemLONDON (HedgeWorld.com)--A web-based risk management and analytics system for hedge fund managers is the latest addition to Bank of Bermuda's Global Fund Services division. GFSRiskPlus was...
May 04, 2004
Hedge Fund Researcher Promoted at Mercer ConsultingCHICAGO (HedgeWorld.com)--John Frede will become head of U.S. investment manager research at Mercer Investment Consulting on April 30. In addition to his new duties overseeing the...
April 05, 2004
Fidelity Names Managers for Two Sector FundsApril 2, 2004 -- Fidelity Investments has named new portfolio managers to oversee the Select Financial Services (FIDSX) and the Select Construction & Housing (FSHOX). Matt...