Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
SEC Releases Final Portfolio Manager Disclosure Rule
By Allison BellThe U.S. Securities and Exchange Commission is beefing up portfolio manager disclosure requirements for variable annuity issuers.[@@]The agency has published a final rule that ...
August 11, 2004
MassMutual Enhances Producer Web SiteNU Online News Service, Aug. 11, 2004, 4:15 p.m. EDTMassachusetts Mutual Life Insurance Company has upgraded its producer Web site to make it easier ...
August 02, 2004
Why Rent When You Can Own? HSH Nordbank Buys into CredarisHAMBURG, Germany (HedgeWorld.com)--Seeking to expand the range of investment options for its savings bank and institutional clients, HSH Nordbank bought 49% of the voting shares of German hedge fund Credaris Portfolio Management GmbH. Credaris specializes in structured credit products. Martin Halblaub, who chairs the supervisory board at Credaris Portfolio Management...
August 01, 2004
Setting Good ScreensLet's say one of your clients is a tie-dyed, tree-hugging Planned Parenthood volunteer; the second is a pro-life, Baptist hunting enthusiast; and the third is...
July 21, 2004
As SMA Sales Hum, The Buzz GrowsByIf you offer mutual funds, you have likely noticed the buzz on separately managed account programs.Because SMAs have become so popular in recent years, I ...
July 01, 2004
About the ManagerJohn Buckingham describes the path he took to become the manager of the Al Frank Fund as starting with serendipity. A Minnesota native, Buckingham first...
June 01, 2004
TOOLS OF THE TRADE-Using the Right LensWhen it comes to providing a successful investment experience for your clients, one piece of advice I learned early on as an advisor is this:...
June 01, 2004
THE GLUCK REPORT- The Right Way To OptimizeIs today's "sophisticated" advisor actually that sophisticated after all? A growing number of academics and leading investment thinkers believe they are not. Some, like Bill Jahnke...