Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Michael Meyer of C&B Mid Cap Value Portfolio
By Staff WriterLeaning On Mid-Sized Tech S&P Rank: 5 Stars
April 15, 2003
Manulife Adds VUL PolicyNU Online News Service, April 15, 2003, 3:55 p.m. EDT -- The Manufacturers Life Insurance Company (U.S.A.), Boston, has introduced the Venture Survivorship variable-universal ...
April 09, 2003
BISYS Forms Separately Managed Account UnitNU Online News Service, April 9, 2003, 12:13 p.m. EDT -- The BISYS Group Inc., New York, has created a business unit that will ...
April 03, 2003
Manager Joins Strong Mid Cap FundApril 2, 2003 -- Strong Capital Management Inc. said Derek Felske, who helped run the Strong Advisor Mid-Cap Growth fund, has left the company. Brandon Nelson,...
April 01, 2003
Core-and-Satellite Portfolios & TaxesIn the financial services industry, there is growing recognition that the design and structure of equity portfolios with multiple managers should be fundamentally different for...
April 01, 2003
The Portfolio Management DramaEvents in the business of providing portfolio management software to independent advisors are starting to look like a bad soap opera. This little corner of...
February 14, 2003
Transamerica Expands Term, UL PortfoliosNU Online News Service, Feb. 14, 11:50 a.m. -- Transamerica Occidental Life Insurance Company, Los Angeles, today announced its has broadened its line of ...
February 01, 2003
Optimum Performance?Financial planners and investment advisors these days usually pooh-pooh the idea of using an optimizer to construct a portfolio or even to see how a...