Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
What can a Collar do for Client's Portfolios?
By Kate McBrideOptions-based strategies to reduce risk and boost relative performance in a down market are not new. But a new, 10-year study underscores how helpful they can be in down markets.
September 22, 2009
Coventry Courts ManagersA life settlement firm hopes to sell more support services to companies that own life settlement portfolios.
September 22, 2009
Coventry Courts ManagersA life settlement firm hopes to sell more support services to companies that own life settlement portfolios.
September 22, 2009
The State of the ConsumerThere's some obvious trepidation out there among buyers, who would rather save than spend. But instead of money-market accounts (and their zero yields), it seems that most folks prefer to stash their savings in the stock and bond markets.
September 22, 2009
John Hancock expands fixed annuity portfolio with new JH Signature productJohn Hancock Financial's Fixed Products Group, Boston, has announced the launch of its latest fixed annuity product: JH Signature.
September 21, 2009
How I Prepare for Quarterly Account ReviewsWhat do farmers and advisors have in common? They both plant and they both harvest. In the financial advisory business, we plant seeds (market our services)...
September 14, 2009
A Year Later, Lessons Learned From the Financial CrisisAt Schwab Impact, El-Erian and Fink say we're safer, but not necessarily safe
September 11, 2009
Investing in Asian Debt?Hedge fund managers who want to invest in distressed debt in Asia can get some help in the form of a new "strategic" partnership between two hedge fund service providers.