Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
John Hancock Adds to Lifestyle Fund Lineup
By James J. GreenEffective May 1, John Hancock added three new strategies to its five Lifestyle asset allocation fund of funds, which already has an aggregate of $50 billion under management.
May 16, 2007
Greenspan to Consult with PIMCOAlan Greenspan has inked a deal to consult with Allianz's bond powerhouse, PIMCO, according to a report May 16 in The Wall Street Journal. The relationship with PIMCO, in which, the Journal reports, Greenspan will speak frequently with executives at PIMCO, takes the former Fed chairman back to his pre-Federal...
May 15, 2007
IA Market Strategist Wins AwardGail Dudack, a member of Investment Advisor's panel of monthly asset allocation experts, has been selected by the Market Technicians Association to receive their 2007...
May 10, 2007
S&P Gives Best Rating to Two New Money Market FundsStandard & Poor's has bestowed on two new money market funds its highest money market rating, AAAm. The AARP Money Market Fund, and the Goldman Sachs Yen Liquid Reserves Fund are the latest in a series of money market funds to receive this rating.
May 08, 2007
Performance Is Critical With Managed AccountsWhen it comes to separately managed accounts, performance is the top issue for advisors, according to a recent poll conducted by Market Metrics of Quincy, Massachusetts. But strong sales and marketing support are important as well because it helps to "accelerate growth for money managers," said Joe Babiec, principal at...
May 03, 2007
Seeking Help on CRM, Portfolio SoftwareIn my last blog I wrote about my decision to choose the RIA route. This week I'd like to provide a brief summary of my...
May 01, 2007
Tech True Believers Hard to FindTech stocks have been in a three-year funk, having come out of the late 1990s dot-com bubble with little more than a thready heart beat. With a slew of important product updates this year, including the Microsoft Vista operating system, I figured that this was the time to commit to...
May 01, 2007
Bill Gross on the Housing CrisisIn an April essay discussing the housing market and the subprime lending issue, Bill Gross, manager of the $102 billion PIMCO Total Return Fund, discusses...