Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
February 01, 2008
Go AnywhereBy now advisors have heard the hue and cry of many experts imploring them to move away from value investing and into growth investing, and...
February 01, 2008
IllusionistOne of the banes of modern investment manage- ment is the existence of closet indexers--money managers who are ostensibly active managers but who in fact...
February 01, 2008
How Active is Your Fund Manager?Download a copy of the paper How Active Is Your Fund Manager? A New Measure That Predicts Performance, by Martijn Cremers and Antti Petajisto here.
February 01, 2008
About the ManagerMichael Carmen manages $9 billion for Wellington Management and The Hartford. He is senior VP and equity portfolio manager at Wellington, which sub-advises the Hartford...
February 01, 2008
Catching up with...Brian McMahon, longtime president and chief investment officer at Thornburg Investment Management (TIM), added the CEO mantle to his responsibilities on January 1, succeeding Garrett...
February 01, 2008
Too Much of a Good ThingBaby boomer clients preparing to retire within the next 10 years may soon be faced with a problem regarding their stock holdings. That problem is...
January 30, 2008
Cushioning the BlowSwiss banking and securities giant UBS took the unusual step of pre-announcing full-year and fourth-quarter results on January 30. The Zurich- and Basel-based company says it "will report a net loss attributable to shareholders of approximately [Swiss francs] CHF 4.4 billion for full-year 2007," or about $4 billion U.S. dollars,...
January 24, 2008
Advisors Join In Call For Monthly Money Market Portfolio FilingsFinancial professional groups have teamed with consumer and investor groups to ask the U.S. Securities and Exchange Commission to help monitor money market funds.The SEC ...
January 24, 2008
Advisors Join In Call For Monthly Money Market Portfolio FilingsFinancial professional groups have teamed with consumer and investor groups to ask the U.S. Securities and Exchange Commission to help monitor money market funds.The SEC ...
January 21, 2008
Mackey to Leave NAVAAfter more than 12 years as president and CEO of NAVA, Mark Mackey has resigned to pursue other opportunities in the financial services arena.