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
EDHEC-Risk Institute Study: Cap-Weighted Index Investing Is Losing Its Shine
By Michael S. FischerAlthough 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 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.
July 02, 2010
Active vs. Passive Investment Management?FundQuest white paper identifies conditions under which active management has added value.
July 02, 2010
Jeff Montgomery Named Chairman of AFAMcompany formerly known as Al Frank Asset Management, has named its CEO, Jeff Montgomery, as Chairman, effective August 1, 2010.