Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Room to Grow: Sentiment Augurs More Market Gains: Searching for Alpha for October 2010
By Ben WarwickLast month's Searching for Alpha newsletter listed several reasons why I feel stocks are heading higher.
September 28, 2010
Gabelli Names Leininger as a Portfolio ManagerRobert Leininger, CFA, was named Monday as portfolio manager of the Gabelli Dividend and Income Trust Inc., according to GAMCO Investors, Inc.
September 27, 2010
Orion Advisor Services App Co-opts Social Networking DesignOrion Advisor Services, a portfolio accounting service provider for registered investment advisors, announced a new release for its Advisor Desktop Monday. The upgrade includes new...
September 27, 2010
Consumers’ Loyalties Tied to Insurance Purchase: Affinion StudyConsumers who purchase an insurance product from a financial institution or association tend to be more loyal, and also have longer, more positive relationships with those institutions, according to a study.
September 27, 2010
The Insightful Approach to Asset AllocationThis column will explore asset allocation on an ongoing basis from a simple yet relatively untried premise: Asset allocation is indeed the most critical determinant of an investment program's success.
September 26, 2010
To Motivate Workers, Flash Dollar Sign, Brain Study FindsIf you've ever wondered how some people managed to stay focused on financial goals, look no further than the currency in your wallet, states a Journal of Neuroscience study.
September 23, 2010
Three Portfolio Studies Worth a Quick ReadRecent research from Vanguard, "Financial Analysts Journal" and the "Journal of Banking and Finance" provides in-depth insights for advisors.
September 23, 2010
Morningstar Enhances Reporting Function in Office Suite for AdvisorsMorningstar Inc. announced Wednesday a new tool called Report Studio for its portfolio management and reporting application.