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
How to Invest Like Yale’s David Swensen
By John SullivanEveryone wants to be like Yale, Gemmer Asset Managements Charles Blankley began during his session at FPA 2013 NorCal Conference in San Francisco on Tuesday.
May 28, 2013
It’s Not Just Active and Passive, but Behavioral Finance That Best Meets Clients’ NeedsTed Lundgren of NAAIM argues that the lessons of behavioral finance must inform the active vs. passive investing debate.
May 27, 2013
Top 25 Best Value Colleges: 2013Out of 1,511 schools studied, these 25 had the greatest payoff for graduates over the course of a 30-year career.
May 25, 2013
Investors Show Strong Commitment to Alternative StrategiesWhen it comes to diversifying their portfolios with alternative investments, investors remain proactive and their confidence remains robust, according to a report published last week by Preqin, the alternative assets data and intelligence provider.
May 23, 2013
Top Portfolio Products: ProShares Offers Hedged High-Yield Bond ETFSmarsh and NASDAQ OMX announce partnership; S&P Capital IQ adds to its ETF research lineup.
May 23, 2013
Tony Davidow, ‘Equal Weight Evangelist,’ Brings His Message to SchwabShortly after hiring Tony Davidow as its alternative beta and asset allocation strategist, Schwab filed regulatory papers for a lineup of ETFs that will use fundamental indexes.
May 23, 2013
Where Does the Money Go in IRAs?Its a salient question asked and answered by the EBRI in its latest analysis of the savings plans.
May 23, 2013
Can Timberland REITs Spruce Up a Portfolio?There are four reasons that the global dynamics of wood and energy prices could make them a growing asset, experts say.