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
Morningstar: Steve Wruble of RiskX on Timelines and Risk
By James J. GreenInvestment firm looks no more than 90 days out as it considers tactics and strategy.
August 14, 2015
Gross’ Fund Rises After Tweaking ‘Shorts of a Lifetime’The Janus (ex-Pimco) fund manager anticipated a slump for German debt and Chinese equities; Janus Global up 0.8% in July, 1.6% YTD.
August 13, 2015
Ultra-Wealthy Buy Luxury Homes for Diversification, Foreign CitizenshipUltra-wealthy individuals globally are increasingly confident in real estate purchases, Wealth-X and Sothebys reported.
August 13, 2015
Morningstar to Launch ESG Scores for Mutual Funds & ETFsFor the first time, investors will be able to use ESG factors to compare global funds across categories, relative to benchmarks, and over time.
August 13, 2015
Orion Advisor Services Integrates With Advizr to Streamline ProcessesOrions portfolio accounting software will feed directly into Advizrs streamlined financial planning application
August 13, 2015
Morningstar: Evermore Global's Marcus on Opportunities in EuropeEvermore Global Advisors' David Marcus says "we're pure opportunists" who are heavily invested in Europe because "that's where the opportunities are."
August 13, 2015
Morningstar: Hennessy Funds' Brian Peery on Mid CapsThe manager of Hennessy Funds' Cornerstone Mid Cap 30 Fund describes the fund's screening process, including why he focuses on year-over-year rather than quarterly earnings.
August 12, 2015
20 Best-Paid Fundraisers at U.S. CharitiesDonors frown on the practice, and fellow employees resent it. Nevertheless, many charities award bonuses to their fundraisers.