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
The Client Review Process in Real Life: Home Office Tours and Portfolio Diversification
By Mike PattonLatest stop on advisor Mike Patton's Road to Independence? The first client reviews in his new home office: tours, software and displaying the benefits of diversification
January 18, 2011
Crowded Trades and Alpha Don’t Go TogetherJohn Maynard Keynes was fond of referring to the stock market as a beauty contest.
January 17, 2011
Exploring Tactical Allocation Using ETFs With Brian Singer, Part 1Why the Singer Partners’ CIO focuses, and has for 20 years, on tactical asset allocation as a core investment strategy.
January 14, 2011
Adding Managed Futures to Portfolios: Many Hurdles RemainProponents of managed futures say these investments can diversify and benefit investors’ portfolios
January 14, 2011
What $100 Oil Means for InvestorsSupply and demand should eventually bring down today’s sky-high oil prices
January 11, 2011
Buy ‘Em While They’re Ugly: A Japan ETF for the PortfolioSome beaten-down sectors have low downsides and can add convexity to a portfolio's returns.
January 10, 2011
InvestorForce, eVestment Expand Data PartnershipInvestorForce and eVestment Alliance, two web-based information providers for institutional consultants and investment managers, are expanding their partnership to include global data.
January 10, 2011
A Better Diversifier in Efficient Frontier Portfolios? BondsWhile much maligned at the moment, bonds can add to gains while reducing portfolio volatility.