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
Mackey to Leave NAVA
By Melanie WaddellAfter more than 12 years as president and CEO of NAVA, Mark Mackey has resigned to pursue other opportunities in the financial services arena.
January 15, 2008
Legg Mason Sells $1B in Notes to KKRThe Baltimore-based asset management firm Legg Mason said January 14 that it will sell $1.25 billion of convertible senior notes to an affiliate of the private equity firm Kohlberg Kravis Roberts (KKR).
January 14, 2008
Magellan Fund Reopens to New InvestorsAdvisors will be able to buy Fidelity's Magellan fund for new investors for the first time since September 30, 1997, Fidelity Investments announced on January 14. Because of redemptions by investors who had invested in Magellan for their retirement accounts, and are now poised to take distributions, the fund has...
January 09, 2008
Smith Replaces Smith as Social Investment Forum ChairCheryl Smith, executive vice president and senior portfolio manager at Trillium Asset Management Corporation, is the new chair of the board of the Social Investment...
January 02, 2008
A Bad Omen for StocksFor the first time since 1997, domestic equities lost ground in the last three months of the year. While this outcome is certainly not unexpected given the problems in subprime mortgages, corporate credit, and housing, both the holiday mindset and end of year buying typically propel stocks higher in the...
January 01, 2008
Fundamental Indexing DefinedFundamental indexes, like the ones created by Rob Arnott, chairman of Reseach Affiliates, are based on companies' fundamental data, such as sales, book value, cash...
January 01, 2008
Built to LastBuilding portfolios in times of tumult can be very challenging, even for the most seasoned of advisors. Given what's currently unfolding in the credit markets...
January 01, 2008
Shining a Light on SoftwareOver the past 20+ years of advising clients, I have used a number of different software packages to select and monitor clients' investments. With the...