Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
SOX Rocks the Market?
By Ben WarwickIt's been four years since the Sarbanes-Oxley Act (SOX) went into effect. Enacted partly in response to the Enron and WorldCom debacles, SOX is universally seen as the most sweeping legislation to affect public accounting since the 1933-34 securities acts. While its reach is enormous, the impact of this sweeping...
September 01, 2006
'Portfolio' ManagerKent Christian wasn't looking to change jobs but when an executive search firm queried him late last year about considering a senior role at Wachovia...
August 18, 2006
High-Quality Stocks Outperform in Second QuarterS&P report finds sharp reversal from first quarter
August 17, 2006
Lifestyle Funds DeliverIt looks like the popularity of Lifestyle funds is paying off. John Hancock has found that participants in its 401(k) plans who invested only in a target-risk Lifestyle Portfolio from 2001 to 2005 got better returns than John Hancock plan participants who chose their own asset allocations.
August 07, 2006
July Brings Relief to MSCI Investable IndexHedge funds put up a month of slightly positive returns in July, as investors in the MSCI Hedge Invest index saw an increase of 0.22% for the month.
August 07, 2006
CORRECTION: Living Benefit Rider Links To ETF PortfolioAn article published here Aug. 1 gave incorrect information about the Guaranteed Return Plus option introduced by Integrity Life Insurance Company.The option, a guaranteed minimum ...
August 07, 2006
CORRECTION: Living Benefit Rider Links To ETF PortfolioAn article published here Aug. 1 gave incorrect information about the Guaranteed Return Plus option introduced by Integrity Life Insurance Company.The option, a guaranteed minimum ...
August 01, 2006
Dissecting the Value RallyMarket risk can show itself in some intriguing ways. Even though traders have been treated to an especially robust earnings season, growth stocks are being taken to the woodshed.