Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Portfolio Management Technology Directory
By Staff WriterClick here to view a .pdf file of the Portfolio Management Technology Directory.
July 01, 2002
ABAR's OutlookMatt Abar, 31, is the founder of TechFi. At the time of the agreement to sell his company last month, Abar owned about 50% of...
July 01, 2002
InstrumentalAs the separate account industry continues to grow, an array of companies has cropped up offering optimization tools and software to help advisors manage clients'...
July 01, 2002
Abar's Big AventureWho could blame Matt Abar for selling out to Advent? When you're 31 and are offered more than $11.5 million for your share in your...
June 21, 2002
Hancock Expands Universal Life PortfolioNU Online News Service, June 21, 12:57 p.m. -- John Hancock Financial Services Inc., Boston, today added the Performance SUL policy, a survivorship universal ...
June 20, 2002
Lincoln Life Introduces New VUL PortfolioNU Online News Service, June 20, 11:43 a.m. -- Lincoln National Life Insurance Company, Hartford, has updated its single-life variable universal life portfolio.The company, ...
June 18, 2002
Sun Life Broadens UL PortfolioNU Online News Service, June 18, 12:41 p.m. -- Sun Life Financial, Wellesley Hills, Mass., a unit of Sun Life Assurance Company of Canada, ...