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
Leading Economic Index for U.S. Rises for Third Consecutive Month
By Bob KeaneThe Conference Board reports 2% improvement in last six months.
July 16, 2009
Style PointsIs it best to make sure your client's equity dollars are divided across most or all of the nine style boxes? Or should you be focused on finding the best fund managers for your clients, regardless of style box?
July 16, 2009
Fiduciary to the ForefrontA committee calling for an authentic standard throws down the gauntlet
July 15, 2009
Leveraged ETFsAs leveraged ETFs gain popularity, they have drawn increasing attention from the media and regulators for their extreme volatility--not to mention the unusual features that make them far different from unleveraged ETFs.
July 13, 2009
Fidelity Enhances Broker WorkstationStreetscape platform to add Thomson Reuters capabilities
July 10, 2009
Portfolio Analytics, S&P StyleStandard & Poor's MarketScope Advisor (MSA), has added a HoldingScan tool and Alerts functionality to its range of services for advisors.
July 10, 2009
MainStay Investments Acquires New FundsMainStay Investments announced that they will acquire four equity mutual funds managed by Epoch Investment Partners Inc., (Epoch).