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
International Investing Is Top of Mind for Advisors: Fidelity Survey
By Michael S. FischerAdvisors want to better understand how to allocate between domestic and international investments, Fidelity found in its first-quarter survey.
May 06, 2015
Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 1: U.S. Large Cap BlendMost articles written on active management vs. passive indexing rarely provide precise apples to apples comparisons, much less an all-institutional dialogue about true data.
May 04, 2015
Ben Bernanke: Professor Turned Policymaker—The 2015 IA 35 for 35Its been said that the chairman of the Federal Reserve Board is the second most powerful person in the federal government, after the president.
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.