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
Expanding the Efficient Frontier: Options-Based Strategies in Portfolios
By Eric Metz, CFAOptions can be a key tool in reducing volatility in client portfolios, particularly in fixed income. Heres the evidence.
April 24, 2014
Richest Colleges: What Makes an Endowment Outperform?Commonfund researchers analyzed eight years of college endowment data to tease out the characteristics related to better performance over time.
April 24, 2014
20 Best & Worst States for Taxpayer ValueWalletHubs study factors in infrastructure, education, health and three other categories of state government services.
April 23, 2014
Study Backs a Powerful Way to Manage Portfolio RiskDiversification across multiple asset classes is one of the most effective risk management tools available to investors, according to Manning & Napier.
April 23, 2014
Top 15 Cheapest States for Long-Term Care Costs: 2014Genworths 11th annual study provides data on the states with the lowest costs across a range of LTC services.
April 23, 2014
El-Erian Opens Up on PIMCO Departure, GrossMeanwhile, Bill Gross is "desperately trying" to bring the focus back to business, an expert says.
April 22, 2014
Jonathan Hoenig: Capitalist Pig, Ayn Rand Fan, Highly Successful ManagerThe founder of Capitalistpig Hedge Fund says Social Security is immoral, advisors are too risk-averse and hedge funds are unfairly blamed.
April 22, 2014
Why a Client’s Job and Location Are Critical to Portfolio BuildingFor optimal asset allocation, it's crucial to consider factors like what industry investors work in and where they live, a Morningstar report says.