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
Institutions Increasingly Prefer Direct Investment in Hedge Funds
By Michael S. FischerFunds of funds hold their own in a maturing institutional market.
July 08, 2010
Russell Investments, Global X Launch FundsRussell Investments debuts a commodity strategies fund, while Global X rolls out an ETF tied to Brazil.
July 08, 2010
Cap-Weighted Index Investing Is Losing Its ShineAcademics and practitioners take aim at the traditional methodology.
July 08, 2010
EDHEC-Risk Institute Study: Cap-Weighted Index Investing Is Losing Its ShineAlthough cap-weighted indexing continues to dominate the investment landscape, some researchers are questioning its efficacy and alternative indexing methodologies are coming to the fore.
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.