Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
In '06, Small Cap Outperformed Large-Cap Again
By Kara P. StapletonThe small-cap Russell 2000 Index made a comeback in 2006 with a gain of 18.4%, outperforming the large-cap Russell 1000 Index (15.5%) for the seventh year in the past eight years. "The Russell 1000 and Russell 2000 each outperformed the other for six separate months through the year, but in...
January 01, 2007
About the ManagerWith 43 years in the investment business, Charles Royce has an enviable tenure that is matched by only a handful of portfolio managers. For 33...
January 01, 2007
Happy New YearWhen it comes to predicting what's going to happen in the economy and market over the course of a year, the best prognosticators, of course,...
January 01, 2007
The GatekeepersAndy Brincefield has offered his clients Web-based access to portfolio reports for years. But he finds that the clients who want to see their portfolios...
December 28, 2006
Playing Follow the LeaderOften the simplest information is the most effective, says John Samore, founder of GrowYourRetirement.com, a subscription-based Website and e-mail service that provides information based upon Samore's own investment experience to people interested in investing a portion of their retirement savings in the stock market. Tired of what he calls the...
December 07, 2006
New Mutual Funds Observe Islamic LawDeutsche Bank has launched five mutual funds that comply with traditional Islamic law, or Shari'a, in response to what it said was a growing demand for Islamic investment products. Marketed as DWS Noor Islamic Funds, Deutsche Bank says they are the first to be Shari`a compliant and excludes investments in...
December 01, 2006
The Logic of Bond ETFsThere are a ton of reasons why equity exchange-traded funds (ETFs) are one of the fastest-growing investment vehicles. Cost is the most often-cited benefit. ETFs...
December 01, 2006
Asset Allocation, December 2006To learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here