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
ETF Market's In Good Shape
By James J. GreenIf mutual funds are the professional football teams of the investing universe--strength in numbers, with the pooled cash following the portfolio-building plays called by quarterback...
February 01, 2008
How Active is Your Fund Manager?Download a copy of the paper How Active Is Your Fund Manager? A New Measure That Predicts Performance, by Martijn Cremers and Antti Petajisto here.
February 01, 2008
Go AnywhereBy now advisors have heard the hue and cry of many experts imploring them to move away from value investing and into growth investing, and...
February 01, 2008
IllusionistOne of the banes of modern investment manage- ment is the existence of closet indexers--money managers who are ostensibly active managers but who in fact...
January 30, 2008
Cushioning the BlowSwiss banking and securities giant UBS took the unusual step of pre-announcing full-year and fourth-quarter results on January 30. The Zurich- and Basel-based company says it "will report a net loss attributable to shareholders of approximately [Swiss francs] CHF 4.4 billion for full-year 2007," or about $4 billion U.S. dollars,...
January 21, 2008
Mackey to Leave NAVAAfter more than 12 years as president and CEO of NAVA, Mark Mackey has resigned to pursue other opportunities in the financial services arena.
January 17, 2008
Merrill Lynch Reports $8.6 Billion LossMerrill Lynch suffered a loss of $8.6 billion "from continuing operations" for 2007, caused "by significant declines in Fixed Income, Currencies & Commodities (FICC) net revenues," for the last two quarters of the year, the firm said in a January 17 announcement.
January 15, 2008
Citigroup Posts Results and RevampThe stunning net loss of $9.83 billion reported for the fourth quarter by Citigroup Inc. (Citi) January 15, after writing down $18.1 billion in subprime and consumer credit exposures, underscores the depth and breadth of the credit and mortgage crisis.