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
Swedish, Japanese Dominate Green Bond Market
By Marlene Y. SatterFive of the top 10 underwriters of approximately $7 billion in green bonds come from Sweden and Japan, with Skandinaviska Enskilda Banken and Daiwa Securities Group Inc. underwriting the most of such investments since their inception in 2007.
January 23, 2012
Melanie Hamburger: Women Taking Larger Role in PhilanthropyWomen are becoming an increasingly powerful force in American philanthropy, bringing economic clout and financial acumen to charitable giving and assuming leadership roles, says Melanie Hamburger of Catalytic Women.
January 23, 2012
Top 5 Tech FundsWhats up with tech? Its easily the question of the decade (century?) as the sector continues to dominate investors, headlines and, too often it seems, our entire lives.
January 23, 2012
4 Steps to Conducting Client Portfolio ReviewsYes, its that time again. Here's a practical process for conducting periodic client portfolio reviews.
January 20, 2012
Roubini, Bremmer Sound Off on Global Economy, IranNew York University's Nouriel Roubini and Eurasia Groups Ian Bremmer spoke with Bloomberg Television's Margaret Brennan about the state of the global economy.
January 20, 2012
How to Prepare Now for Sharply Rising Tax RatesAffluent investors are likely to face double- and even triple-digit increases in tax rates in 2013, but a new whitepaper offers tips on planning for this eventuality.
January 20, 2012
Ultra-Wealthy Families Made Tactical, Not Strategic Changes Post-2008Family offices that oversee assets for ultra-high-net-worth European and American families made tactical adjustments but few strategic changes in the aftermath of the 2008 global financial crisis, according to a new survey.
January 20, 2012
IMCA Conference Comes to NYC Featuring Ezrati, GolubIMCA will bring a wealth of speakers to its Jan. 30-31 consultants conference on Times Square in New York City.