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
New Research Belies Large Hedge Funds’ Perceived Safety
By Michael S. FischerInvestors who are attracted to large hedge funds because of their supposed safety and liquidity advantages may want to consider research results contained in a proprietary white paper released Thursday by Spring Mountain Capital.
November 07, 2010
Three Lessons on Strategic Allocation From the Financial CrisisOne of the biggest misconceptions about strategic asset allocation is that it's an outmoded "buy and hold" approach. In truth, strategic allocation done right has...
November 04, 2010
Key to Corporate Survival? Worker PassionIf your employees are among the 77% in the U.S. who are not passionate about their jobs, look out: your company is lacking a vital element for its long-term survival.
November 03, 2010
Glenmede’s CEO Gordon Fowler Discusses ‘Fat Tails’One legacy of the recent financial crisis is that many investors have become acutely aware of the greater possibility of extreme asset returns, or "fat tails," as they are often called.
November 02, 2010
QE2 and the Great Wealth Transfer: A Spurt for the Economy?: Searching for Alpha for November 2010Quantitative easing (QE) is a government strategy of printing money in order to retire debt and purchase assets that increase the size of the public balance sheet.
November 01, 2010
New Form ADV: Re-Arranging the Deck ChairsIn this, the third in our series of columns looking at the latest regulations for advisors from the SEC, let's look at the new Form ADV disclosure.
October 25, 2010
Asset Allocation: Is Yours Static or Dynamic?BNY Mellon study addresses the question: is your 'static' asset allocation failing you?
October 20, 2010
How Investor Behavior Has Changed Since Economic Crisis: MFS SurveyA new survey by MFS Investment Management of investors' behavior since the economic downturn has found that "significant disconnects" exist concerning risk and asset allocation.