Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Mercer Launches New Research Series on Equity and Bond Markets
By Marlene Y. SatterTwo new series of "Perspectives" have been launched by consulting firm Mercer, one issued by its equity boutique and the other by its bond boutique.
August 09, 2010
Morningstar Study Says High Fees Are Bad for Investment PerformanceA Morningstar study of the impact of mutual fund fees shows that lower-expense funds outperform higher-expense funds--and expenses are a better predictor of future returns than Morningstar's own star rating.
August 09, 2010
High Fees Are Bad for Investment PerformanceMorningstar has just released a study of the impact of mutual fund expenses on fund performance.
August 06, 2010
CFP Launches "25 Tips Over 25 Weeks" Consumer Financial Planning InitiativeThe Certified Financial Planner (CFP) Board of Standards is commemorating its 25th anniversary with a "25 tips over 25 weeks" consumer advocacy program.
August 05, 2010
Schwab Launches Three Fixed Income ETFsNew bond ETFs from Schwab have low operating expenses and no online trading commissions for Schwab clients
August 05, 2010
General Dynamics Announces Settlement of 401(k) Fiduciary LawsuitGeneral Dynamics and its 401(k) plan sponsor have reached a tentative settlement of a lawsuit filed by current and former employees in a class action involving the fees and management of two General Dynamics 401(k) plans.
August 05, 2010
The Hartford Beats Earnings Estimates, Lowers EPS OutlookThe Hartford Financial Services Group (HIG) reported second-quarter 2010 net income of $76 million, or $0.14, vs. a year-ago net loss of $15 million, or $(0.06) per diluted share.
August 05, 2010
Fed to Consider Bond Policy ShiftWhen dealing with economic policy, perception is reality. Federal Reserve officials will consider a symbolically important change in the management of their securities portfolio when...