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
Investing Strategy Is a Chancy Business
By Marshall JaffeDont discount the effects of randomness on returns.
July 26, 2013
Why Can't Advisors Tell the Difference Between Alternative Assets and Strategies?Money managers at Curian say too many advisors fail to adequately understand the difference between alternative strategies and assets, to the detriment of portfolio building and client outcomes.
July 25, 2013
Why Cubs, Incapital Chairman Tom Ricketts Really Likes ‘Sustainable Investing’Community investment notes don't tangle with screens, sacrificed returns and opportunity costs.
July 25, 2013
Why Do Active Fund Managers Closet Index? It's in Their Interest$A new study seeks to locate active mutual fund managers incentives for closet indexing. One likely candidate: it will help their comp.
July 25, 2013
Morningstar Guru Johnson: The Cons and Pros of Active ETFsPoints to consider before managers take the active ETF route
July 25, 2013
What Do Ballistic Missiles, Barbara Bush and Alternative Investments Have in Common?It might sound like a joke, yet it is anything but, says Collins Capital's Dorothy Weaver.
July 25, 2013
RiverNorth’s Schmucker: ‘Lots of Opportunity in Fixed Income’How do you amass $2 billion in assets under management without the benefit of a wholesaling staff?
July 25, 2013
Axel Merk Predicts Japan as Next Crisis, Yellen as Next Fed ChiefThe world according to Axel Merk? 'Scary,' says global currency fund manager at a roundtable discussion hosted by Merk Funds president.