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
Meredith Whitney: I’m a ‘Growth Chaser,’ Not a ‘Doom and Gloomer’
By John SullivanStar analyst Meredith Whitney kicked off the IMCA conference Sunday in Seattle by decrying her reputation as a doom and gloomer.
April 26, 2013
Investors Are Optimistic, but More Conservative, Franklin Templeton FindsDespite an overall positive outlook, avoiding loss, rather than achieving higher returns, is still a top priority.
April 25, 2013
Nominees for the 2013 SMA Managers of the Year: Tough and Getting TougherPresenting the finalists, in four categories, nominated by Investment Advisor and Envestnet | Prima for the ninth annual SMA Managers of the Year awards.
April 25, 2013
Your Move, Bogleheads: Advisor Finds DFA’s Returns Trump Vanguard’sAdvisor Jeff Troutner of Equius Partners says a broader look at the numbers is less favorable to Vanguard than unsuspecting advisors might thinkbut Vanguard answers back to AdvisorOne.
April 25, 2013
2013 SMA Managers of the Year Nominees: U.S. Large-Cap EquityThe nominees in this crowded spaceBRC, Robeco, TCW and Wedgewood Partnersoffer SMA products featuring solid, repeatable strategies backed by four solid firms.
April 25, 2013
2013 SMA Managers of the Year Nominees: International/Global EquityThe nominees in this categoryThomas White and Harding Loevnerbelieve in boots on the ground and a four-step process for success in ADRs.
April 25, 2013
2013 SMA Managers of the Year Nominees: U.S. Small-, Mid- or SMID-Cap EquityThe nominees in this categoryfrom EARNEST, GW&K, Glenmede and Riverbridgedemonstrate that good things can come in small (and SMID) packages.
April 23, 2013
Vanguard Asks: How Much Return Do Your Clients Really Need?Investors could be better off with lower return objectives and a less risky portfolio than the more typical higher return objective of most portfolios, a Vanguard research paper argues.