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 GLUCK REPORT, Part II: Happy Ending for IDS?
By Staff WriterIntegrated Decision Systems, the portfolio management software company that lost its venture-capital funding after it was selected as the centerpiece for Fidelity's new integrated technology...
September 01, 2005
SMA and Wrap UniformityThe CFA insitute wants your clients to see investment performance for separately managed accounts (SMA) or wrap fee accounts calculated in a uniform way in...
September 01, 2005
But Are They a Good Deal?When could it make sense for an advisor to use an asset allocation fund for a client? Perhaps when advisors want to achieve lower risk through...
September 01, 2005
Hello, AgainThe more things change, they more they remain the same. The last time my name perched at the top of the Investment Advisor masthead, I...
September 01, 2005
Bank on ItJust in time for the back-to-school season, here is a fund that takes a disciplined approach to investing. The manager stresses good old balance sheet...
September 01, 2005
THE GLUCK REPORT, Part I: Second ActRob Major, I'm sorry. I apologize for underestimating you. You know a lot more about portfolio management software than I thought you did, and your...
September 01, 2005
THE GLUCK REPORT, Part II: Broker/Dealer Tech ReportWhich independent B/Ds are leading the way in technology? How does your B/D stack up? It's probably tough for most reps to know. For the...
August 04, 2005
Hiring New Team: Robert Chapman Returns to the FrayEL SEGUNDO, Calif. (HedgeWorld.com)--Robert L. Chapman, Jr., the hedge fund manager who gave himself a sabbatical 16 months ago, announced this weekend that he's back. His two new funds, Chap-Cap Partners II LP and Chap-Cap Activist Partners LP, will open their respective doors Jan. 1, 2006. The latter, as its...