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
Russell Investments, Global X Launch Funds
By Janet LevauxRussell Investments debuts a commodity strategies fund, while Global X rolls out an ETF tied to Brazil.
July 08, 2010
Jefferson National White Paper Says Variable Annuities Offer 'Tax-Efficient Frontier'A Jefferson National Life Insurance white paper on portfolio management says tax efficiency will emerge as a "significant new imperative" as taxes rise and and financial advisors can mitigate clients' risk with a new category of variable annuity.
July 07, 2010
Envestnet PMC in Strategic Partnership With SingerEnvestnet PMC announced Tuesday, July 6, that it will begin to offer Singer Partners' Dynamic Portfolio Series of global asset allocation portfolios on the Envestnet platform
July 07, 2010
Thinking Outside the "Income" BoxInterest-rate risk, correlation and taxes on bond income make it wise to consider the alternatives for generating "income."
July 07, 2010
Financial Sector ETFs in FocusFinding opportunity in the financial services sector: sector ETFs can make it easier to act on your long or short conviction.
July 06, 2010
Cerulli Global Report: Charities, Pensions Outpace Life Insurers' Demand for Alternative InvestmentsAs charity, endowment, and pension trustees become more sophisticated in their investment strategies, they demanding more from asset managers, says research firm Cerulli Associates in its July report focusing on global trends and data.
July 06, 2010
Active Asset Allocation Is a Prudent Strategy, Paper SaysActive Asset Allocation Is a Prudent Strategy, Paper Says
July 06, 2010
Forward Management Study: Active Asset Allocation Is a Prudent StrategyIn a new white paper by Forward Management that challenges traditional portfolio construction, the company argues that the traditional "set-it-and-forget-it" approach to asset allocation is too passive.