Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Advisors Not Up to Date on Annuities
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniMitch Politzer, senior VP of Lincoln, Nebraska-based Ameritas Advisor Services (a unit of Ameritas Life Insurance Corp., New York), had a hunch that financial advisors might not be as prepared as they should be to lead Americans toward a secure retirement. He therefore teamed up with Chicago-based market research firm...
June 16, 2008
New Advisor for Vanguard's Explorer FundThe Board of Trustees of the Vanguard Explorer Fund has named Century Capital Management, LLC, as the seventh advisor to the $11 billion fund. This...
June 13, 2008
Pershing Adds to FundVest PlatformPershing LLC, a subsidiary of The Bank of New York Mellon Corporation, has added American Funds, JennisonDryden, OppenheimerFunds and Van Eck Global to FundVest--Pershing's no-transaction-fee...
June 13, 2008
A New DirexionDirexion Funds has launched the Commodity Trends Strategy, benchmarked to the Standard & Poor's Commodity Trends Indicator (S&P CTI). The Fund gives investment advisors and investors access to a" diversified, open-ended commodity mutual fund that allows them to benefit from both rising and falling commodity prices."
June 12, 2008
Rydex's New Leveraged & Inverse ETFsRydex Investments announced that shares of eight new leveraged and inverse exchange traded funds have begun trading on the American Stock Exchange. Select Sector ETFs...
June 09, 2008
The next Bear Stearns?Economist Richard Yamarone with Argus Research said he believes the worst is behind us (economically), but he feels another Wall Street powerhouse may go under...
June 02, 2008
Look Out for Rising DefaultsOne of the most useful of economic indicators is the credit spread, which measures the difference in lending rates between corporate and government borrowers. A relatively narrow spread shows that investors see little difference in risk between these two types of borrowers, while a widening spread means that corporate credit...
June 01, 2008
Distressed Portfolios Of Policies Present Unique Set Of ChallengesAs the life settlement industry has matured, companies are beginning to see the need to keep their eyes open for problems stemming from the earlier ...