Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Fountain Of Youth
By Staff WriterIf your clients call to say they're bringing their children to your meeting this afternoon, you'll probably put on an extra pot of coffee for...
May 04, 2004
Hedge Fund Researcher Promoted at Mercer ConsultingCHICAGO (HedgeWorld.com)--John Frede will become head of U.S. investment manager research at Mercer Investment Consulting on April 30. In addition to his new duties overseeing the...
April 05, 2004
Fidelity Names Managers for Two Sector FundsApril 2, 2004 -- Fidelity Investments has named new portfolio managers to oversee the Select Financial Services (FIDSX) and the Select Construction & Housing (FSHOX). Matt...
March 16, 2004
Royce Closes Two FundsMarch 9, 2004 -- Royce & Associates LLC said Royce Fund Opportunity/Inv (RYPNX) and Royce Fund Special Equity (RYSEX) will close to new investors at...
March 01, 2004
About the ManagerCharles R. Dreifus, CFA, is a principal and senior portfolio manager of Royce & Associates, LLC in New York. Dreifus manages the Royce Special Equity...
February 01, 2004
About the ManagerIngrid Dyott is managing director, co-portfolio manager, and director of social research at Neuberger Berman. Prior to joining the company in 1997, she was a...
February 01, 2004
Value Investing, SquaredAs more and more mutual fund companies come under an ethical cloud for their trading practices, an option for investors and advisors who want their...
January 15, 2004
International Fund Manager Quits FidelityJan. 9, 2004 -- The co-manager of Fidelity International Small Cap (FISMX), which handily outperformed its peers last year, has left Fidelity Investments. L.C. Kvaal, who...