Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Dollar Declining, but Not Set to Crash
By Elizabeth D. FestaA dollar crisis, with a precipitous decline triggering grave market volatility, could be looming according to a panel of experts at a seminar sponsored by Washington think tank American Enterprise Institute (AEI). The current U.S. deficit totaled about $800 billion in 2006 while China, most notably--where a stock market bubble...
June 01, 2007
First Among EqualsThere has been a great deal of discussion lately about the importance of a higher allocation to international securities. A larger participation in international assets...
May 31, 2007
Send your clients packingI don't know about you, but if my advisor had a strategy that would allow me to go on vacation without the stress of how it will affect my retirement income, I'd sign up in a heartbeat, as would most anyone. Vacations have never been more popular
May 30, 2007
More Social-Issue Shareholder ResolutionsThe Social Investment Forum (SIF) reported May 30 that investors are filing a record number of social and environmental shareholder resolutions this year, led by resolutions on climate change, increased disclosure of political contributions and trade and association ties, and enhanced sustainability reporting, citing data from Institutional Shareholder Services (ISS).
May 22, 2007
S&P Adds Islamic Law-Compliant IndexStandard & Poor's is adding to its index offerings aimed at Islamic investors who want to participate in the markets in a way that conforms to Shariah law. The S&P BRIC Shariah Index will include large companies from the BRIC countries--Brazil, Russia, India, and China--that "trade on developed market exchanges,"...
May 21, 2007
China's Bubble May Not Spell Trouble for Global InvestorsDespite a recent government decision allowing investment in markets outside of the mainland, China's indexes still continue to close higher, fueling renewed speculation in some quarters that the markets are inflated and ready to pop. But Alec Young, international market strategist at Standard & Poor's, says American investors should not...
May 18, 2007
SEC Furthers Strides Toward Global Accounting StandardFurthering its efforts to establish a global accounting standard, the SEC plans to issue a proposed rule this summer allowing foreign private issuers to choose...
May 17, 2007
Fidelity Adds Share Classes to Four AMT-Free Money FundsFidelity Investments launched on May 14 two new share classes--institutional and service--for four of its alternative minimum tax-free money market funds: Fidelity California, Massachusetts, New Jersey, and New York.