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
A 20-Year Investment Theme
By Bob KeaneIn September 2007 Schroder launched its ISF Global Climate Change Equity Fund, which is based in Luxembourg and currently only available to European investors. On...
June 01, 2009
Soapbox: Algorithms vs. ArithmeticThere are security analysts and financial advisors who have no fear about taking positions in derivatives based on arcane algorithms. But for some reason, these...
June 01, 2009
Clark at Large: Embracing ChangeWhen Tom Lydon's receptionist told me that he was on the phone and would have to call me back, I couldn't have been more surprised....
June 01, 2009
The Green Advisor: More On Climate Change OpportunitiesWhen I last wrote about climate change (March 2009, "Climate Change Opportunities"), it generated a number of negative responses from readers, including one e-mail which...
May 28, 2009
ETFs Go MainstreamWelcome to the inaugural issue of Wealth Manager's ETF Expert, our new e-newsletter. ETF Expert's subscribers will receive data, reports, strategies and analysis written with wealth managers and their clients in mind.
May 28, 2009
A First: Emerging Markets ETFsEmerging Global Advisors LLC has launched the first emerging markets sector ETFs, the company announced May 21.
May 28, 2009
ETFs: Walking the WalkRichard Ferri would like nothing better than for the ETF market to be efficient enough so that he could use all ETFs. But it's not, says Ferri, founder and chief executive of Portfolio Solutions.
May 28, 2009
Setting the StandardIt would not be hard, in fact, to construct a well-organized portfolio with a collection of ETFs small enough to count on one hand. In fact, Standard & Poor's publishes three model portfolios that do just that