Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Time for an Alternative
By Melanie WaddellDespite the recent tumult in the hedge fund world with the collapse of Bear Stearns's two hedge funds and the subsequent arrest of its two...
July 22, 2008
Poll shows financial advisors resist knee-jerk reactions to client portfoliosSEI surveyed more than 250 independent financial advisors from around the country and asked whether they are resisting their clients' urges to move assets right...
July 11, 2008
Hedge Funds Do Well as Equity Markets SlideDespite equity markets selling off sharply, hedge funds fared pretty well in June, according to Hennessee Group LLC, an advisor to hedge fund investors. The Hennessee...
July 11, 2008
Another Institutional Capital Fund from MainstayMainStay Investments, the retail distribution arm of New York Life Investment Management, introduced the MainStay Institutional Capital (ICAP) Global Fund to advisors at the annual...
July 11, 2008
More Equity FundsSchwab's Laudus Funds, which partners with third-party money managers, has added international equity and global equity mutual funds from London-based Mondrian Investment Partners Ltd. to its lineup.
July 01, 2008
Saving the Stock MarketAfter April and May's resilient comeback for stocks, weakness in the finance sector dragged the market down significantly in June, resulting in the third consecutive losing quarter for the S&P 500 index. Most of the problems, as expected, were mortgage-related. With analysts absolutely moribund, investor psychology wrecked, and large cap...
July 01, 2008
Nuveen's Alan Brown Speaks Out on Portfolio Construction, RelationshipsAlan Brown, executive vice president and co-head of Nuveen Investments Global Private-Client Group, has been with the Chicago-based firm since 2001. Before this, he served...
June 27, 2008
More at VanguardVanguard has introduced its Total World Stock Index Fund, which seeks to track the investment performance of the FTSE All-World Index--a "market-capitalization-weighted index designed to...