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
Liability-driven investment strategies outperformed traditional allocations in '08
By Staff WriterPension funds that used so-called liability-driven investment (LDI) strategies outperformed funds with traditional asset allocations in 2008 by a significant margin, according to global consulting...
February 01, 2009
A New Benchmark for AdvisorsThe introduction of lifecycle index funds into the ETF marketplace creates a new tool for advisors but also a new hurdle. With many advisors using...
February 01, 2009
Who's Investing Where?"Nearly half of U.S. households own equities or bonds, a significant increase during the last two decades, however, ownership of these investment assets has declined...
February 01, 2009
The Social Side of SRIAdam Strauss, manager of the Appleseed Fund, says that sometimes an investment is driven by the social benefits, although it still has to make sense...
February 01, 2009
The Future Is NowWhen facing a disaster, healthy families turn toward each other for emotional support, but also for practical help. Since sisters and brothers know each other...
February 01, 2009
The Perfect PonziAt the time of this writing, the Bernie Madoff story is the most popular topic in America. A quick Google search reveals countless newspaper, magazine,...
February 01, 2009
Wisdom, Not Necessarily ConventionalOne of the things that I've come to realize about "conventional wisdom" is that while it's most certainly conventional, it often contains little wisdom. One...
February 01, 2009
Out of the Frying Pan, Into...?While most investors and their advisors are happy to say good riddance to 2008, the collective wisdom among economists and investing executives like Edward Campbell,...