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
Silk Purses
By Kate McBrideThe average mutual fund investor made money in 2005. Perhaps not as much as in 2004, but positive returns were the norm, nonetheless. On the...
January 01, 2006
Boxes Are Not ClassesIn the September 2005 Investment Advisor, we showed that investing constrained by characteristics (value-growth and market capitalization) costs investors almost 300 basis points per year...
January 01, 2006
Mostly Sunny or Partly CloudyLike most questions, the answer depends on whom you ask. We are fortunate here at Investment Advisor in that we have not one expert to...
November 01, 2005
Catching Up With . . . Quincy Krosby of The HartfordAgainst a backdrop of economic uncertainty made worse by the second catastrophic hurricane to rip through the Gulf of Mexico and hit the oil and...
October 01, 2005
Catching Up With . . . Kathleen CamilliJust before Hurricane Katrina struck a glancing category 1 blow at south Florida and then roared through the Gulf of Mexico to devastate Louisiana and...
September 01, 2005
SMA and Wrap UniformityThe CFA insitute wants your clients to see investment performance for separately managed accounts (SMA) or wrap fee accounts calculated in a uniform way in...
September 01, 2005
But Are They a Good Deal?When could it make sense for an advisor to use an asset allocation fund for a client? Perhaps when advisors want to achieve lower risk through...
February 22, 2005
Phoenix Unit Hires Strategic AdvisorNU Online News Service, Feb. 22, 2005, 3:40 p.m. ESTThe asset-management unit of a Hartford insurer has retained a consulting firm.[@@]The money manager, Phoenix ...