Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Asset Allocation Report
By Staff WriterTo learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here. Behind the Numbers, with Gary Shilling "I think...
October 01, 2006
What's Behind Us Is the FutureAny serious discussion about the management of wealth or how to invest should begin with a basic understanding of human behavior, of when and why...
September 27, 2006
S&P 500 Exceeds 2005 EarningsBoosting its record number of consecutive quarters of double-digit year-over-year earnings gains up to 18, Standard & Poor's announced that the S&P 500 is expected to show "strong quarterly growth" in third-quarter operating earnings. The predicted third-quarter earnings of $21.53 ($194 billion in aggregate) represent a 14.3% gain over the...
September 25, 2006
DWS's New Five-Fund ProductWith one product, investors can potentially benefit from a combination of DWS funds and institutional, global asset allocation oversight to help deliver performance in up and down markets," said Head of DWS Scudder, Axel Schwarzer, in a statement about the company's new product.
September 22, 2006
More ETFs From BarclaysBarclays Global Investors (BGI) announced that five new iShares S&P Global Sector Exchange Traded Funds (ETFs) began trading September 21 on the New York Stock Exchange.
September 01, 2006
SOX Rocks the Market?It's been four years since the Sarbanes-Oxley Act (SOX) went into effect. Enacted partly in response to the Enron and WorldCom debacles, SOX is universally seen as the most sweeping legislation to affect public accounting since the 1933-34 securities acts. While its reach is enormous, the impact of this sweeping...
September 01, 2006
A.G.Edwards Furthers Asset-Allocation PushHoping to continue recent strong growth in its asset-management and service-fee revenues, A. G. Edwards is rolling out seven new portfolios that mix mutual funds...
September 01, 2006
Income & growthWhen a client's primary goal is income from their portfolio, there are a number of options to choose from: dividends are popular because of the...