Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
The Portfolio Management Drama
By Staff WriterEvents in the business of providing portfolio management software to independent advisors are starting to look like a bad soap opera. This little corner of...
January 01, 2003
Engineered SuccessAs a research engineer, John Montgomery trained at MIT and in his first jobs immersed himself in quantitative methods and transportation theory. But he was...
November 11, 2002
Four AIM Fund Managers to RetireNov. 8, 2002 -- AIM Capital Management said four of its portfolio managers are retiring. Joel Dobberpuhl, 36, lead manager of AIM Worldwide Spectrum Fund/A (AWSAX),...
November 01, 2002
About the ManagerJohn W. Rogers, Jr. is founder, chairman, CEO, and chief investment officer of Ariel Capital Management, Inc., based in Chicago. He founded the firm in...
November 01, 2002
Look Back in AngerNo matter how openly you communicate with your clients or how sensitive you try to be to their needs, there are times when anger flares...
November 01, 2002
Part 3: Independent CompetitorA new portfolio-reporting package is on the market challenging Advent and Centerpiece in the RIA market. I'm happy to report the emergence of eWebPortfolio.com, but...
October 21, 2002
Kottke Associates Launches First Long/Short EquityCHICAGO (HedgeWorld.com)--Commodity Trading Advisor Kottke Associates LLC launched its first long/short equity hedge fund on Oct. 1 with US$1 million in proprietary capital. The Kottke Equity...