Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Manager Joins Strong Mid Cap Fund
By Staff WriterApril 2, 2003 -- Strong Capital Management Inc. said Derek Felske, who helped run the Strong Advisor Mid-Cap Growth fund, has left the company. Brandon Nelson,...
February 14, 2003
Transamerica Expands Term, UL PortfoliosNU Online News Service, Feb. 14, 11:50 a.m. -- Transamerica Occidental Life Insurance Company, Los Angeles, today announced its has broadened its line of ...
February 01, 2003
Optimum Performance?Financial planners and investment advisors these days usually pooh-pooh the idea of using an optimizer to construct a portfolio or even to see how a...
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...