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 Actively Managed Fund at Vanguard
By Kate McBrideWealth managers who are fans of Vanguard may be happy to note that the group is launching a new actively managed fund, which will invest in small- and mid-cap companies in the U.S.
March 12, 2010
Quantitative Investment StrategiesSince the advent of the computer, particularly the desktop computer, investment professionals have looked for a mathematical solution to the world's equity markets.
March 10, 2010
Publications: Genworth, SecurianGenworth Financial Wealth Management Inc. has published Crossing the Sea, a book that uses sailing and rowing as metaphors for aggressive and conservative investment strategies.
March 09, 2010
The S&P 500: What a Difference a Year Makes!Who would have thought on March 9, 2009, when the S&P 500 closed at 676, that we would be looking at a close of 1140 on March 9, 2010?
March 08, 2010
Ibbotson Argues That Asset Allocation, Diversification Still ValidZebra Capital chairman sees liquidity as one of five main drivers of returns
March 04, 2010
Climate Change Proxy Resolutions IncreaseRecord filings follow SEC calls for more corporate attention to problem
March 02, 2010
SEC, IRS Team Up to Police Municipal BondsAgencies say $2.8 trillion muni bond market continues to grow in complexity and size.
March 01, 2010
Three Points About Europe and Japan: Searching for Alpha, March 2010Warwick is currently traveling in Europe. As he surveys the global economic and financial market landscape, he sends along the following thoughts