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
In Environment With 'Overlapping Challenges,' Putnam’s Reynolds Calls for New Approach to Risk
By James J. GreenPutnam CEO Robert Reynolds calls for looking at risk 'through a new lens' to find 'better ways to balance risk with and also discover new sources of income.'
January 27, 2012
Affluent Investors Mirror Broader Economy’s Tepid OptimismIf affluent investor sentiment is a guide, the economy continues to progress at a steady but very slow pace.
January 26, 2012
Small, Mid-Size Plans Hit DC ‘Sweet Spot’More than one-third of the defined-contribution plan market is made up of small- to mid-size plans, Cerulli Associates announced Thursday.
January 26, 2012
Tim Clift Says FundQuest’s Analysts Will Complement Envestnet|PMC’s QuantsNow chief investment strategist at PMC following acquisition by Envestnet, Clift says advisors can expect higher correlations through election; Europe already in recession.
January 26, 2012
Four Retirement Plan Features Employers Need to EmphasizeEmployees are in need of simple, straightforward guidance regarding their retirement plans, a survey released Wednesday by State Street Global Advisors found.
January 25, 2012
RIAs’ M&A Activity Fell in 2011, but They Remain ‘Dominant Buyer’While the number of M&A deals and the average deal size are down, RIAs are the 'dominant buyer,' according to a report released by Schwab Advisor Services.
January 24, 2012
Swedish, Japanese Dominate Green Bond MarketFive 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
Mohegan Tribe Set to Host SRI ConferenceThe Mohegan tribe and First Affirmative Financial Network announced jointly on Friday that the 23rd annual SRI Conference for Sustainable, Responsible, Impact Investing, formerly known as SRI in the Rockies, will be hosted at the Mohegan Sun Conference center in Connecticut in October.