Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Jeff Auxier Manages the Portfolio and the Farm
By Kate McBrideAs an investor and farmer, the hard work pays off.
December 09, 2010
Many Americans Financially Illiterate: FINRA Foundation SurveyA state-by-state survey of peoples financial capabilities was released Wednesday by the FINRA Investor Education Foundation, and the results arent pretty.
December 09, 2010
Research Affiliates, ProShares Launch Long/Short ETFAbsolute returns based on fundamental indexes in a ‘market neutral’ portfolio.
December 07, 2010
Super Bowl of Indexing Conferees Debate Strategy IndexesRepresentatives of Dow Jones, MSCI, Russell and Standard & Poor’s and other industry players on Tuesday shared the roundtable at the second…
December 05, 2010
Foundations, SRI Can Be a Good Marriage‘No investment penalties’ for SRI; foundations can get a customized index portfolio.
December 01, 2010
Form ADV Changes Have Advisors WorriedAre you prepared for the changes to Form ADV Part 2? If not, you aren't alone. A recent survey conducted by RegEd, a compliance consulting...
December 01, 2010
Strengthen Portfolios and Client Confidence Through Open ArchitectureToo often, new prospects come into our office and, after we conduct a bit of fact-finding, we learn that they are in the same stock...
November 30, 2010
Vanguard Asks: Will International Asset Allocations Stick?Emerging markets have outperformed as an asset class over the 10 years ended Aug 31, according to a research paper from Vanguard by Francis Kinniry Jr., Christopher Philips and Yan Zilbering.