Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Liability-driven investment strategies outperformed traditional allocations in '08
By Staff WriterPension funds that used so-called liability-driven investment (LDI) strategies outperformed funds with traditional asset allocations in 2008 by a significant margin, according to global consulting...
February 02, 2009
100 Volunteers Needed for 50th Anniversary Volunteer Community Service Project in IndianapolisThe MDRT Foundation, in partnership with Riley Children's Foundation, Habitat for Humanity of Greater Indianapolis and Kids Around the World (KIDS), is embarking on its largest ever volunteer service project, April 26 - May 1, 2009, in
February 02, 2009
LPL's Hybrid RIA Platform passes the billion-dollar markLPL Financial, the nation's largest independent broker/dealer, announced Feb. 19 that the Hybrid RIA platform it introduced last October had reached more than $1.3 billion in assets under management in its first three months of operation.
February 01, 2009
A New Benchmark for AdvisorsThe introduction of lifecycle index funds into the ETF marketplace creates a new tool for advisors but also a new hurdle. With many advisors using...
February 01, 2009
Who's Investing Where?"Nearly half of U.S. households own equities or bonds, a significant increase during the last two decades, however, ownership of these investment assets has declined...
February 01, 2009
The Social Side of SRIAdam Strauss, manager of the Appleseed Fund, says that sometimes an investment is driven by the social benefits, although it still has to make sense...
February 01, 2009
The Future Is NowWhen facing a disaster, healthy families turn toward each other for emotional support, but also for practical help. Since sisters and brothers know each other...
February 01, 2009
The Perfect PonziAt the time of this writing, the Bernie Madoff story is the most popular topic in America. A quick Google search reveals countless newspaper, magazine,...