Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Asset Allocation
By Bob KeaneBehind the Numbers, with Mark Balasa Although risk remains, Balasa says that he and his colleagues in the Alpha Group have "a growing optimism around some...
August 01, 2009
More Annuities Used in Income PortfoliosAt a time when the market downturn has caused some advisors to question their ability to construct adequate retirement income portfolios, advisors are increasingly turning...
August 01, 2009
Soapbox: Ducking (Swanning?) for CoverIt's one thing for clients to be unhappy about losing money and quite another to be unhappy about bad advice. No one enjoys losing money...
August 01, 2009
The Green Advisor: Cleaner Air and CashAlthough the climate bill that passed the House of Representatives in June went through many changes on its way to securing a majority of support,...
July 29, 2009
SEC Ordered to Reconsider Annuity RuleFinding on July 21 that the SEC had "failed to properly consider the effect of the rule upon efficiency, competition and capital formation," the Court of Appeals for the District of Columbia told the SEC to reconsider Rule 151A.
July 24, 2009
Is the Worst Over for Global Hedge Funds?Cerulli Associates saysin their Quantitative Update 2009 that the most destructive financial crisis in recent memory erased just under US $ 10 trillion in professionally managed assets in 2008--with most of the deterioration in the final quarter.
July 24, 2009
Editor's Choice for July 24David Adler says, "not so fast," at least when it comes to money... Global Hedge Fund assets will rise, but not very quickly, according to Cerulli Associates.