Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Value Versus Growth
By Mike PattonOver time, value stocks have outperformed growth stocks and have done so with a lower standard deviation (see first table below). The coefficient of variation...
September 01, 2009
Tactical Versus StrategicIn strategic asset allocation, long-term capital expectations are integrated with a client's goals and a target allocation is established. With tactical asset allocation, adjustments are...
September 01, 2009
Asset AllocationBehind the Numbers, with Sam Stovall Inflation should not be a major concern of the economy in the current environment, noted Sam Stovall, S&P's chief investment...
September 01, 2009
The Green Advisor: The Wave Is RisingEnvironmentally-conscious investing is still a minuscule part of the overall financial services universe, but it's a segment that edges closer and closer to the mainstream...
September 01, 2009
Soapbox: Forget the BenchmarksFor years, many investors and advisors have measured success by whether they "beat the benchmarks." However, last year's market collapse revealed the stark pitfalls of...
September 01, 2009
Danger & Opportunity: Futures EducationYou've all heard the common wisdom about investing in 2008, and perhaps you've even said it yourself: Diversification didn't work in 2008, because in that...