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
Hedge Funds? Forget It, Say ETF Experts. Try Replicating Them Instead.
By Joyce HansonIndexIQ CEO Adam Patti works with RIAs to create new ETFs, including ones that replicate hedge funds, but at a much lower cost.
June 14, 2011
How to Arrive at Better Capital Markets ForecastsA process for making forecasts that actually make a difference in clients’ portfolios
June 10, 2011
Five Good Questions on Portfolio Theory with Hedge-Fund Manager Scott VincentThe author of “Is Portfolio Theory Harming Your Portfolio” discusses active vs. passive management
June 06, 2011
Russell Introducing 10 Risk-Flavored ETFsRussell uses beta, volatility and momentum because its research shows these three factors have a strong influence on portfolio returns
June 06, 2011
Portfolio Fix from Glenmede: What to Do About the Latest Growth ScareTime to look more at value plays, boost emerging markets, and underweight cash and Treasuries, says Glenmede’s Pride
June 06, 2011
Jason D. Pride, CFA Director of Investment Strategy Portfolio Fix: What to Do About the Latest Growth ScareIn his latest investment-strategy outlook, Jason Pride of the investment firm Glenmede notes that the U.S. is in the midst of a “soft patch,…
June 02, 2011
Mass Affluent’s Top Reason for Picking an AdvisorWhere once the mass affluent looked to performance and risk level, they have changed their reasons in 2011 when picking an investment provider, according to data from Spectrem Group in its new report, "Mass Affluent Investors 2011, Vol. 1," released Wednesday.
May 24, 2011
Advisor First Steps in Constructing Capital Market AssumptionsA shopping list advisors can use to test any capital markets assumptions modeling tool.