Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
JPMorgan and The Fed Lend a Hand
By Staff WriterJPMorgan Chase & Co. announced March 14 that "in conjunction with the Federal Reserve Bank of New York, it has agreed to provide secured funding to Bear Stearns, as necessary, for an initial period of up to 28 days," via the The Fed's Discount Window.
March 04, 2008
Asset Allocation, Green Investing Evolving"A prevalent theme in 2008 is the evolution of asset allocation," says Bill Crager, president of Chicago-based Envestnet Asset Management, pointing out that the older investor who wants to protect capital and avoid volatility will drive that evolution. "Everyone uses an asset allocation with the usual stocks, bonds, and cash,"...
March 03, 2008
All Commodities Are Not Created EqualWith traditional markets in the doldrums and Asian economic growth on a tear, commodities are among the hottest investments around. There's a case to be...
February 22, 2008
Vanguard Gets New PresidentVanguard's Board has elected William McNabb as its new president and as a director effective March 1, replacing John Brennan. McNabb, 50, will also succeed Brennan as CEO within a year. Brennan, 53, who has served as Vanguard's president since 1989 and CEO since 1996, will remain chairman and stay...
February 20, 2008
PBGC Diversifies Its Investments PolicyThe Pension Benefit Guaranty Corporation (PBGC) announced February 18 that it has adopted a new diversified investment policy, which includes investing heavier in equities and...
February 01, 2008
Still Hope for 2008The world is a different place than it was just a few weeks ago. The Fed has reduced rates by 1.25% in this short period, in reaction to a weak economy and big losses in the banking sector. What does the market hold for investors now?
February 01, 2008
ETF Market's In Good ShapeIf mutual funds are the professional football teams of the investing universe--strength in numbers, with the pooled cash following the portfolio-building plays called by quarterback...
February 01, 2008
About the ManagerMichael Carmen manages $9 billion for Wellington Management and The Hartford. He is senior VP and equity portfolio manager at Wellington, which sub-advises the Hartford...