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
Active vs. Passive Investment Management?
By Michael S. FischerFundQuest white paper identifies conditions under which active management has added value.
July 01, 2010
Five Invesco PowerShares' ETFs Get New Names, IndexesAs of July 1, five Invesco PowerShares' 120 ETFs have new names and are linked to new indexes. Their ticker symbols remain unchanged.
July 01, 2010
Goldman Sachs Rolls Out New Global Fixed Income FundGoldman Sachs Asset Management, L.P. (GSAM) launched the Goldman Sachs Strategic Income Fund on Thursday, July 1.
July 01, 2010
Same Music, Different Tune as Stocks Stumble in Q2: Searching for Alpha for July 2010President Obama's handling of the financial crisis brought about considerable angst among market professionals.
July 01, 2010
BlackRock Creates Target Date Fund That Morphs Into a Post-Retirement AnnuityAsset management giant BlackRock has developed a 401(k) target fund that morphs into a post-retirement annuity.
July 01, 2010
The Compliance Coach: An IPS Happy MediumInvestment advisors should have a policy whereby they obtain (and maintain) sufficient information regarding the client's circumstances so as to demonstrate that the firm managed...
July 01, 2010
The Green Advisor: Food for Thought From a TragedyA few years ago, British Petroleum officially changed its name to the simpler BP, a point that seems to have been lost on many officials...
July 01, 2010
The Technology Coach: It's Mid-Summer Technology Review TimeAh, summer! For all of us, now is the time to take a step back and enjoy a well-deserved break. For advisors, however, the slightly-less...