Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
Toward a Workable Fiduciary Standard for Brokers: The 7 Questions
By Bob ClarkTo tell if brokers are really acting like fiduciaries, ask these seven questions about a client's portfolio to check for possible broker abuses.
May 04, 2015
How We Picked Them: The 2015 SMA Managers of the YearChoosing the annual SMA Managers of the Year takes several months and culminates in a live awards ceremony at the Envestnet Advisor Summit in Chicago, which this year will occur on May 7.
May 04, 2015
Beating Buy and Hold: A Thinking Man’s Guide to Market TimingInvestors have heard for ages that tactical strategies are a fool's errand. But the results of these high-caliber market timers speak for themselves.
May 04, 2015
Honoring Investment Managers Who Shine in Rainy and Sunny TimesWhen advisors outsource their investment management, the strategists they employ should post healthy performance numbers.
May 04, 2015
What Is Good Advice?One of the best pieces of advice I ever received came while I was working as a taxi driver during college in New York City.
May 04, 2015
Bill Gross Warns Investors: ‘Get Down Off This Peak’The Janus Funds manager is warning that the Himalayan heights investors have scaled over a 35-year bull market leave no more room to climb.
May 04, 2015
Warren Buffett’s 10 Nuggets of Wisdom: Berkshire Meeting, 2015What the Oracle of Omaha really thinks about hedge fund fees, the future of sugary drinks and more.
May 04, 2015
Colleges Face Roadblocks to Socially Responsible InvestingA survey of college endowments finds that worries about lower returns or fiduciary duties hold them back from socially conscious investing strategies.