Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
November 01, 2007
Technology 2.0Once upon a time, long ago, technology stocks accounted for over one-third of the S&P 500's market capitalization. In just a few short years, the bursting of the Internet Bubble halved that amount. Even so, technology is still one of the largest sectors of the market--and also one of the...
November 01, 2007
Mid-Sized, Sturdy, and SpeedyMid-cap growth stocks would seem to be the ideal investment for those seeking high returns and low volatility. Companies from this corner of the market...
November 01, 2007
Too Much of a Good ThingA rubber band stretched to its limits and then let go will always snap back. Unfortunately, the markets are not as predictable as rubber bands....
October 26, 2007
SRI Doesn't Have to Mean Subpar Performancenew report released by the United Nations Environment Programme and a group of leading asset managers from around the world draw upon dozens of studies to demonstrate that investors acting responsibly do not have to sacrifice investment performance as a result.
October 23, 2007
Putin to Remain Front and Center in RussiaRussia has enjoyed unprecedented economic growth over the seven years of Putin's reign, due largely to surging oil and gas export revenues. At any rate, the commodity price surge jump-started the economy--as well as the government to repay its international debts--leaving the ruble devaluation, debt default, and financial crises of...
October 16, 2007
Environmentally Sustainable InvestmentsAdvisors and their clients who want to invest in environmentally sustainable assets have two new choices with the launch of Sustainable Asset Management's (SAM) Sustainable Water Fund and Sustainable Climate Fund.
October 16, 2007
Calvert Foundation Divests From SudanThe Calvert Foundation has voted with its feet by divesting its Calvert Giving Fund, the donor-advised fund administered by the foundation, of all "companies affiliated with the Sudanese government," the foundation announced October 11.
October 16, 2007
Barclays Launches Single-State Muni ETFsBarclays Global Investors has announced the rollout of California and New York state-specific municipal bond ETFs, which are listed on the American Stock Exchange and began trading on October 5. New York and California are two states with high state income taxes and many high-income residents, which my make these...
October 04, 2007
Lifetime Income Products DebutFidelity Investments unveiled a group of retirement income products and online applications for advisors and clients, October 3, aimed at helping retirees generate more predictable monthly cash flow streams for certain time horizons, or for life.