Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Judgment Day
By Staff WriterIn the Journal of Investment Consulting (Winter 2005-06) and in a series of articles in Investment Advisor (September 2005, February 2006, and March 2006), we...
August 29, 2007
Standing Up for ShareholdersA new Web site intended to help organize thousands of individual shareholders in opposition to controversial SEC proposals has been launched as part of a joint effort by The Social Investment Forum (SIF) and the Interfaith Center on Corporate Responsibility (ICCR). The groups charge that the SEC proposals to change...
August 27, 2007
Advisor Gloom Matches Clients' PessimismThe market volatility of August 2007 prompted by the subprime mortgage crisis predictably led to major decreases in optimism among investors and their advisors, two...
August 23, 2007
Hedge Funds Cashing in On Subprime MessSome hedge funds are actually profiting off of the subprime mortgage debacle and the market volatility that it has helped cause.
August 22, 2007
What's Going On With Money Market Funds?Money market funds--something almost everyone takes for granted--are not supposed to be newsworthy. But during the first two weeks of August. Standard & Poor's put...
August 17, 2007
RIAs Are Fastest Growing Distribution ChannelNew research by Cerulli Associates says that the fastest growing advisor channels are the ones with the most independence, registered investment advisors (RIAs). The biggest...
August 17, 2007
Fed Cuts Discount Rate and U.S. Markets RespondThe Federal Reserve Board cut the discount rate from 6.25% to 5.75% before the opening stock market bell on August 17. The Fed announced that...
August 17, 2007
A Lesson, and Test, in How to Weather Market GyrationsThe subprime loan debacle continues to cause volatility in the markets, leading to the Federal Reserve Board's decision August 17 to improve market liquidity by...