Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Legacy Helps Place Settlement Portfolio
By Staff WriterA life settlement company says it has helped an investor client sell a large pool of settled policies.Legacy Benefit Corp., New York, reports that the ...
July 12, 2007
Water ETFs Make A SplashA handful of new mutual funds and exchange-traded funds (ETFs) invest in companies directly involved in that most basic element of human life-- water. While most...
July 11, 2007
Policing Hedge FundsTo restore the SEC's enforcement power in policing hedge funds post the Goldstein ruling, the SEC on July 11 adopted a new antifraud rule under...
July 02, 2007
Another Charitable Venture for ClientsMicrofinance has been gaining popularity with investors as both a charitable cause and a smart alternative investment. A new fund from Citigroup Inc.--the Citi Microfinance Donor Fund--has created yet another way for philanthropists to meet up with poor entrepreneurs around the globe. In late June, Citi will launch a charitable...
July 02, 2007
Junk Bonds Under PressureFor the last few years, the supply of equities traded in the U.S. has fallen, and the number of bond issues has risen. These aren't two unrelated trends, but a natural byproduct of the buyout boom.
July 01, 2007
Travel The World, While Staying HomeGlobal equity funds differ from international stock funds in that they have the latitude to invest in U.S. stocks as well as foreign companies. Indeed,...
July 01, 2007
Overlay Uses 101Separation of alpha and beta appears to be the mantra du jour in portfolio management, though long-time observers are aware that the concept is hardly...
June 28, 2007
A Focus on Fixed IncomeMorningstar kicked off its 2007 Investment Conference June 27 in a new venue, Chicago's McCormick Place, and with a timely keynote speaker, Morningstar's 2006 Fixed...