Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Goldman Sachs Rolls Out New Global Fixed Income Fund
By Michael S. FischerGoldman Sachs Asset Management, L.P. (GSAM) launched the Goldman Sachs Strategic Income Fund on Thursday, July 1.
July 01, 2010
Buddy Up for SafetyWhat does your firm do if you must evacuate your office for a couple of days or even weeks? One of the best ways to...
July 01, 2010
The Compliance Coach: An IPS Happy MediumInvestment advisors should have a policy whereby they obtain (and maintain) sufficient information regarding the client's circumstances so as to demonstrate that the firm managed...
July 01, 2010
The Green Advisor: Food for Thought From a TragedyA few years ago, British Petroleum officially changed its name to the simpler BP, a point that seems to have been lost on many officials...
July 01, 2010
The Technology Coach: It's Mid-Summer Technology Review TimeAh, summer! For all of us, now is the time to take a step back and enjoy a well-deserved break. For advisors, however, the slightly-less...
July 01, 2010
The High-Performance Coach: The Five Myths of Professional NetworksAs an advisor, have you ever had a business relationship with a CPA or an attorney that is the professional equivalent of unrequited love? Do...
June 30, 2010
Three low-risk foreign funds for retireesDividend-paying stocks are a worthy destination for retirees' equity portfolios, writes Christine Benz for Morningstar, but if you ignore breadth and diversification you do so at your clients' risk.
June 29, 2010
Russell, Research Affiliates Plan Fundamental Index SeriesRussell Investments, a strong proponent of market-capitalization-weighted indexes, has joined with Research Affiliates (RA) to launch a new index series based on RA's Fundamental Index methodology, the two firms announced on Friday, June 25.