Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
House Tells Senate to Raise GSE Loan Limit
By Melanie WaddellHouse Financial Services Committee Chairman Barney Frank (D-Massachusetts) and Rep. Gary Miller (R-California) urged the U.S. Senate August 17 to raise the conforming loan limit beyond the House passed reform bill for the Government Sponsored Enterprises (GSE) of Fannie Mae and Freddie Mac.
August 12, 2007
They're Buying Advice, Not a PortfolioPeople express their trust in you, or lack thereof, in different ways. This week brought with it some interesting and encouraging developments. I had a...
August 10, 2007
A New Name for Wells REITWells Real Estate Investment Trust, the public, nontraded REIT with about $5 billion in assets across the country (mostly class A office buildings) has changed its name to Piedmont Office Realty Trust Inc.
August 10, 2007
Brighter Times for Turkey?Turkey's stocks are appreciating at a rapid clip. Straddling Europe and Asia, Turkey teeters between Western secular democracy and ancient traditional culture. But this vast nation of 73 million has a modern, robust economy and may one day join the European Union.
August 09, 2007
Managed Accounts With a Biblical SlantThe socially responsible investing movement has been picking up steam in recent years as investors have sought to invest in companies whose values mirror their own. In line with that there are also a number of faith-based mutual funds which attempt to line up investments and religious doctrine. Now BridgePortfolio...
August 06, 2007
Spector Leaves Bear StearnsBear Stearns announced on Sunday, August 5, management changes that include the resignation of an Executive Committee and Board of Directors Member, Warren Spector, who was president and co-COO of Bear Stearns Companies Inc.
August 02, 2007
Principal To Start Construction Of Child Care CenterA large insurer is getting ready to expand the services it offers employees who have small children.Principal Financial Group Inc., Des Moines, Iowa, will break ...
August 01, 2007
As Spreads Widen, Opportunities BeckonThe term "a rising tide lifts all boats" is especially true in the investment management industry. After years of smooth, steady returns in nearly every asset class, the markets are finally beginning to exhibit some volatility. Although this may be bad for an investor with a decades-long investment horizon, for...