Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
UBS Goes Green
By Kara P. StapletonUBS will launch the first Global Warming index (UBS-GWI), a tradable benchmark for global investments in the weather derivatives market that is created using liquid, actively traded heating degree day (HDD) and cooling degree day (CDD) weather futures contracts, which settle on the difference between the average daily temperature and...
April 02, 2007
A Better Mousetrap?Charles Schwab launched three new index funds April 2 that are based on fundamental indexes rather than cap-weighted indexes such as the S&P 500. Fundamentally weighted indexes base inclusion in the index on a company's sales, cash flow, dividends, and book value, rather than on market cap, P/E, or valuation,...
April 02, 2007
Deal or No Deal?There tends to be a financial crisis every ten years or so, and subprime loans seem to be the current one. As nearly everyone knows,...
April 02, 2007
Lincoln Launches New Blend Of ProductsLincoln National Corporation has introduced an array of life, annuity and linked-benefit products under its new Unified Product Portfolio brand.Lincoln, Philadelphia, says it plans to ...
April 01, 2007
Par ExcellenceWhile there are some 5,000 separately managed account products in the market, not all are "considered legitimate SMA management firms for managing an advisor's client...
April 01, 2007
Behind the CurtainRIAs and their high-net-worth clients have dramatically increased the use of alternative investments in their portfolios in recent years, and are on track to continue...
April 01, 2007
Is Your Portfolio Bilingual?Harvard University's rich (and closely watched) endowment continues to capture stellar returns. The $29.2 billion Harvard investment portfolio earned an annualized 10-year performance of 15.2 percent...
April 01, 2007
Sign of the TimesResearch: Can you tell us a little about CSAG? Pener: Conflict Securities Advisory Group (conflictsecurities.com) is a private, impartial information provider that maintains the world's only...