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
2012 Mid-Cap SMA Manager of the Year: Geneva Capital Management
By John SullivanGeneva likes mid-cap companies, says principal and portfolio manager Michelle Picard, because theyre past the volatile, entrepreneurial small-cap stage and management is focused, yet they havent reached the large-cap space where growth is harder to achieve.
April 04, 2012
How the Best Money Managers Exploit Market InefficienciesSeveral winners of this years SMA Managers of the Year highlight the different ways that managers with a strong alpha thesis add value to a portfolio.
April 03, 2012
John Maynard Keynes: Top Money Manager? Columnist’s Opinion Brews ControversyWall Street Journal columnist Jason Zweig creates weekend stir over legendary economists investment record.
April 02, 2012
2012 SMA Managers of the Year: How We Picked ThemAn obvious and oft-asked question after announcing the SMA Managers of the Year is how, exactly, they were chosen? Here's how it works.
April 02, 2012
2012 Large-Cap SMA Manager of the Year Co-Winner: BRC Investment ManagementBRC Investment Management's Large-Cap Concentrated Equity Portfolio is one of two large-cap SMA portfolios honored as a 2012 Separately Managed Account Manager of the Year.
March 29, 2012
Benartzi on Retirement Income Challenge: ‘Airplanes Without Landing Gear’Professor Shlomo Benartzi's new book laments inability to land retirement plans with income streams.
March 29, 2012
Dividends and Stock Price Make Winning Combination: Envestnet WebinarFinding Yield Through Equities, an Envestnet Market Morning webinar held Thursday, offered a look at some strategies from Carol Lippman and Mariana Bernunzo Connolly.
March 28, 2012
Investor Confidence Way Up, but Not Equity AllocationStrong gains in the U.S. equity markets, lower unemployment and encouraging news from the European debt crisis all contributed to a dramatic increase in economic optimism among high-net-worth and mass-affluent investors, according to Phoenix Marketing International.