Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
REITs Keep Plowing Ahead
By Ben WarwickReal estate investment trusts (REITs) continue their gravity-defying run. After exceeding the return of the S&P 500 index for each of the last six years, REITs have built up a tremendous lead in 2006, and with only two months left to go, are poised to extend their yearly winning streak.
November 01, 2006
Catching up with...Once, if an advisor wanted corporate bonds for a client there were three choices: buying them directly; in a unit trust; or a mutual fund....
November 01, 2006
Shifting WeightsThe argument between fundamentals on the one hand and size on the other is only getting louder, and the latest round of ETFs from PowerShares...
November 01, 2006
Fundamental Indexing Goes Main StreetFor many investors, index investing is where they want to be. It is inexpensive, allows broad participation in the market, and can be finely diced...
November 01, 2006
Tales from the TrenchesGroucho Marx once joked puckishly: "I never forget a face -- but in your case, I'll make an exception!" To be sure, seldom has there been...
October 26, 2006
Alpha From Undervalued and Overvalued SecuritiesUBS has launched a new fund that will leverage the equity research that UBS Global Asset Management already does, and endeavor to capture alpha from both under-valued and over-valued U.S. equity securities. It is a 130/30 long-short equity strategy in which the portfolio's managers will sell-short overvalued securities worth 30%...
October 20, 2006
Podcast: Fundamental IndexingIn this exclusive IA Podcast Rob Arnott, chairman of Research Affiliates explains why fundamental weighting is superior to weighting indexes by market capitalization.
October 16, 2006
Hedge Funds: Still Risky BusinessDespite Amaranth's $6-billion one-week loss in September, the largest in hedge fund history, industry sources agree that the effect was little more than a blip. The fund did not default on any of its counterparty obligations, and the impact on global financial systems was essentially negligible. However, the sheer size...